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 …

In this week's Weekly Insights: -Trend Is Turning For Corporate Profits -No Weekly Insights Next Week -FNArena Talks -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Trend Is Turning For Corporate Profits First came the bond market rout, because the Federal Reserve conceded it had waited too long to tackle inflation and thus portfolios globally …

In this week's Weekly Insights: -A Bear Market Anomaly That Confuses -Australia; The Peak Is in! -The World Is Changing -June Index Changes -Rudi Talks By Rudi Filapek-Vandyck, Editor A Bear Market Anomaly That Confuses 2022 is not your garden variety share market, but the weirdest anomaly surely must be in stockbrokers' recommendations …

In this week's Weekly Insights: -Growing Risk Is The Message -CSL: Back To $335, And Beyond -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Growing Risk Is The Message It's never easy to predict what exactly will spook financial markets, or when it might happen, but as the end of April approaches …

In this week's Weekly Insights: -Market Sentiment And Warning Signals -What's With Liquidity? -Conviction Calls -FNArena Talks -Rudi Presents By Rudi Filapek-Vandyck, Editor FNArena Market Sentiment And Warning Signals Are we witnessing a glaring disconnect between unbridled share market optimism and deteriorating market fundamentals? Yes, say market strategists at Bank of America whose April …

In this week's Weekly Insights: Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment portfolio and give my honest opinion. Time and other constraints (no financial advice!) often prevent me from responding in-depth. This week I have decided …

In this week's Weekly Insights: -Real Market Support Is Invisible -Conviction Calls -All-Weathers: Steadfast Group -At The AIA Conference -Presentations in April -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Real Market Support Is Invisible Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong come-back rally throughout …

In this week's Weekly Insights: -Preparing For August -Conviction Calls -Research To Download -No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor FNArena Preparing For August "Earnings growth expectations have been reduced dramatically since the start of the year. Higher commodity prices will lead to weaker consumer demand and lower economic growth. As …