FNArena’s Weekly Insights – August 09 2021
In this week's Weekly Insights: -Early Days, But Plenty Of Signs -Not To Be Forgotten: The Bond Market -Conviction Calls -FNArena Talks -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Early Days, But Plenty Of Signs The August reporting season in Australia is still very young. The FNArena Corporate Results Monitor only contains …
FNArena’s Weekly Insights – August 02 2021
In this week's Weekly Insights: -August Bonanza, But What's Next? -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena August Bonanza, But What's Next? The upcoming August corporate reporting season should offer plenty of positives for Australian shareholders. With both banks and large cap mining companies swimming in cash, there should …
FNArena’s Weekly Insights – July 26 2021
In this week's Weekly Insights: -August Results: Anticipation & Trepidation -Predicting The Next Index Changes -Conviction Calls -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena August Results: Anticipation & Trepidation At prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season. Most companies have …
FNArena’s Weekly Insights – July 17 2021
In this week's Weekly Insights: -Covid, Climate Change... Correction? -Conviction Calls -Win A Book -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Covid, Climate Change... Correction? As per the old adage, experts in the share market are being paid to be optimistic, but those in bond markets are being paid to look …
FNArena’s Weekly Insights – July 12 2021
In this week's Weekly Insights: -Is Risk-Off The Message? -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Is Risk-Off The Message? It wasn't that long ago when share markets were dominated by the view that everything old was to become new again, with economic growth and inflation on the …
FNArena’s Weekly Insights – July 05 2021
In this week's Weekly Insights: -The Trend Is Still Our Friend -Conviction Calls -Research To Download The Trend Is Still Our Friend By Rudi Filapek-Vandyck, Editor FNArena The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off on FY21 with a total return of 27.80%. It wasn't the …
FNArena’s Weekly Insights – June 28 2021
In this week's Weekly Insights: -And Australia's Favourite Sector Is..? -Rising Equities Are Getting Cheaper -Time For Quality To Shine -Gold's Dubious Inflation Claims -Conviction Calls -All-Weather Model Portfolio -Research To Download By Rudi Filapek-Vandyck, Editor FNArena And Australia's Favourite Sector Is..? What if I asked you which sector is the long term favourite among …
FNArena’s Weekly Insights – June 21 2021
In this week's Weekly Insights: -The Year Of Doubt -Conviction Calls -Research To Download The Year Of Doubt By Rudi Filapek-Vandyck, Editor FNArena Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a growing consensus on …
FNArena’s Weekly Insights – June 07 2021
In this week's Weekly Insights: -A Seismic Shift -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena A Seismic Shift If you are like most share market investors, and you still read the newspapers in print, you most likely casually glance over the property section on your way to, say, …
FNArena’s Weekly Insights – May 31 2021
In this week's Weekly Insights: -How To Protect Against Inflation -Tech Might Require More Patience -S&P June Index Rebalancing -Conviction Calls -Research To Download -Morgans Strategy: Catalyst Stocks By Rudi Filapek-Vandyck, Editor FNArena How To Protect Against Inflation It is a question that regularly lands in my inbox this year: I am worried about …