In this week's Weekly insights: -'I'm so Bearish, I'm Bullish' -Corporate Earnings: Between Dr Jekyll & Mr Hyde -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 'I'm so Bearish, I'm Bullish' Economists at Oxford Economics summarised this year's financial market's dilemma as follows: The risk of a global recession has clearly …

In this week's Weekly Insights: -Pre-August Observations -Reporting Season: Early Signals -ASX/S&P Index Rebalance Predictions -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Pre-August Observations To borrow a famous quote from Winston Churchill and make it my own: You can depend upon the share market to do the right thing. But …

In this week's Weekly Insights: -Corporate Profits - The Next Challenge -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits - The Next Challenge The first six months of 2022 have not been easy to navigate for investors, but the next challenge might turn out just as tricky with analysts …

In this week's Weekly Insights: -Are We There Yet? -Minus 20% -Conviction Calls -Asset Classes Over The Decades -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Are We There Yet? Bank of America Securities Chief Investment Strategist Michael Hartnett put it as follows when the June results of the global fund manager survey were …

In this week's Weekly Insights: -Balancing Between Opportunity & Risks -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity & Risks If there is one strong universal agreement among investors of all kinds and colours it is that bear markets present opportunity for those who can look beyond …

In this week's Weekly Insights: -Not The Bottom, Not The End -Conviction Calls -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Not The Bottom, Not The End "For people still in their prime earning years, this bear market is likely to be as bullish in the long run as it …

By Rudi Filapek-Vandyck, Editor FNArena This week I find myself wedged in between a public holiday and two presentations on consecutive days (see further below). As a result, I am limiting Weekly Insights to Conviction Calls. Equally important, the negative start to the week does not change …

In this week's Weekly Insights: -Recession? The Other Type -Here Endeth The Housing Bull Market -Dividends For Mum? -Conviction Calls -FNArena Talks -Behind The Curve On Climate By Rudi Filapek-Vandyck, Editor FNArena Recession? The Other Type Market strategists at Morgan Stanley remain of the view that equities in the US will end up at …

In this week's Weekly Insights: -Quo Vadis, Corporate Profits? -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Quo Vadis, Corporate Profits? Bad things tend to happen when global economic growth dips below 3%. In recent days I have been alerted to this historical observation by multiple economists and market analysts, …

In this week's Weekly Insights: -Don't Fight The Fed -Beware The Bear! -The Quote -Conviction Calls -Rudi Talks -Recent Weekly Insights To (Re)Read By Rudi Filapek-Vandyck, Editor FNArena Don't Fight The Fed One of the defining events for global finance in 2022 happened during the Wall Street Journal Future of Everything Festival where Fed …