In today's Weekly Insights: -Macquarie Technology's Integrated Data Centre Services -FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in the US are on their worst performance relative to large-cap stocks in over twenty years with the Russell2000 index only up 24% since the beginning of 2020. The gap with …

In today's Weekly Insights: The AI Promise Is Broadening By Rudi Filapek-Vandyck, Editor The race to become the world's largest company by market capitalisation is now decided by day-to-day share price fluctuations between Microsoft and Nvidia, two of the leading global beneficiaries of our modern day revolution that …

In today's Weekly Insights: In today's Weekly Insights: How Expensive Is Expensive? By Rudi Filapek-Vandyck, Editor Equity markets look "expensive". There's virtually nobody around who will fiercely dispute that statement, but does this by definition mean we should all worry about the next sell-off forthcoming? Recent client conversations by analysts at Morgan …

In today's Weekly Insights: How Do We Value The Future? By Rudi Filapek-Vandyck, Editor Invest in the future is an oft provided free piece of advice to investors, including by yours truly. After all, when major technological changes descend upon society, it's better to own the manufacturer of the …

In today's Weekly Insights: -Is Buy The Dip Changing Markets? -Compare The Pair: Expensive Versus Cheap By Rudi Filapek-Vandyck, Editor Is Buy The Dip Changing Markets? Whenever something happens to financial markets, analysts and market participants often seek guidance from the past in order to assess what might plausibly follow …

Awaiting The Real World Ramifications (continued) By Rudi Filapek-Vandyck, Editor Holding out a proverbial carrot in front of global financial markets is a highly effective strategy. It worked for the first Trump administration, as it has worked on many other occasions too. After we all digested the shock …

In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Awaiting The Real World Ramifications At face value, investors are treating this year's 'Trump Slump' as your garden variety annual retreat post exuberance-driven all-time highs reached in early 2025. The numbers speak for themselves. When measured from January 1st, the …

In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Share Market Scenarios & Dilemmas Monday's session on the ASX was expected to be brutal as the US administration shows no signs of backing down from its "reciprocal" import tariffs (note the " "). China's response has been equally forceful, …

In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is undoubtedly the fact that, on most measurements, the damage done thus far to investment portfolios in Australia remains relatively limited. It can easily be …

In this week's Weekly Insights: Captive & Uncomfortable By Rudi Filapek-Vandyck, Editor Between now and April 2, financial markets are likely to remain captive to whatever comes out of the Trump White House. Reciprocal tariffs? Universal, but with flexibility? No exceptions, except for some? There are still many variations possible …