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.

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The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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