Paul Taylor, Fidelity’s Australian disciple

But they all share a fascination of companies. Taylor himself travels out of Sydney to meet executives and view a company’s operations once every week and a half. He’s also travelling internationally trying to find out how decisions made by companies offshore will affect a coal miner in Queensland or an iron ore producer in Western Australia.

“The more people we’re meeting the better we’re doing,” says Taylor, his food neglected after an hour and a half of conversation.

Then he left for another meeting.

, , , , , , , , , , ,

Leave a Comment

Geopolitical risks rewire asset allocation ‘operating system’: GIC

Some investors are “missing the point” of geopolitical risks by equating them to the disruptions from conflicts and wars, according to GIC chief economist Prakash Kannan, but in reality, geopolitical risk is no longer episodic or peripheral. This means investors need to think harder about inflation and country composition in their portfolio.

Sort content by