FNArena’s Weekly Insights – November 11 2024
In this week's Weekly Insights: -Preparing For The Trump Years -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump Years Whether we love or loathe him, the return of Donald Trump to the White house on January 20th next year will mark one pivotal moment in modern day …
FNArena’s Weekly Insights – November 04 2024
In this week's Weekly Insights: -Mate, Where Have The Profits Gone? -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Mate, Where Have The Profits Gone? It's not something that becomes obvious from watching the local share market retreat after climbing to a new all-time record high in September, but profits for corporate …
FNArena’s Weekly Insights – October 28 2024
In Weekly Insights this week: Dealing With Risk By Rudi Filapek-Vandyck, Editor It's roughly one more week before Americans vote in person on who will be their next President, but don't hold your breath, it's more than just likely the world won't know the definitive outcome until days …
FNArena’s Weekly Insights – October 21 2024
In Weekly Insights this week: -Australia's Most Highly Recommended Stocks -FNArena Talks By Rudi Filapek-Vandyck, Editor Australia's Most Highly Recommended Stocks Risk comes in multiple shapes and forms. A lot is being written about top notch valuations for global share markets, but the risk that is showing itself yet again this …
FNArena’s Weekly Insights – October 14 2024
In this week's Weekly Insights: Five Key Risks To Consider By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that question the central premise of a share market assessment that, ultimately, resulted in the conclusion it was probably best …
FNArena’s Weekly Insights – October 7 2024
In this week's Weekly Insights: -Market Reflects Risk & Opportunities -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk & Opportunities It is easy, probably too easy, to be deterred by what looks like richly priced asset prices, but if the years past have shown one key message for …
FNArena’s Weekly Insights – September 30 2024
In this week's Weekly Insights: -Ten Highflyers With More Upside Potential -FNArena Talks -All-Weather Research: Post-August Changes -FNArena on Saturday By Rudi Filapek-Vandyck, Editor Ten Highflyers With More Upside Potential Almost thirty years of closely following financial markets has guided me to one all-important share market observation: there's no such thing as …
FNArena’s Weekly Insights – September 23 2024
In this week's Weekly Insights: -Growth Is Not A Dirty Word -FNArena On Tour By Rudi Filapek-Vandyck, Editor It was by no means a universal outcome, with some of the smaller cap companies delivering unexpected negative surprises, but the Technology sector crowned itself as the best performing segment on …
FNArena’s Weekly Insights – September 16 2024
In this week's Weekly Insights: -Plenty Of Traps In Share Market Valuations -Post-August Key Picks -FNArena Talks -Gen.Ai - A New Section On The Website By Rudi Filapek-Vandyck, Editor Plenty Of Traps In Share Market Valuations Financial markets operate in a constant flux because of changes in geopolitics, monetary policy, societal progression …
FNArena’s Weekly Insights – September 11 2024
Rudi’s View: Asking The Important Questions By Rudi Filapek-Vandyck, Editor Asking The Important Questions Two-and-a-half years ago the Federal Reserve started what became one of its steepest tightening cycles in history. Two-and-a-half years and we are still debating whether the US economy, and possibly the global economy in …