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 …

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, …

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 …

In this week's Weekly Insights: -Investing In Quality & Growth; A Journey -Conviction Calls -All-Weathers, EML Payments, Macquarie, And Risk Investing In Quality & Growth; A Journey By Rudi Filapek-Vandyck, Editor FNArena Investing in Growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted …

In this week's Weekly Insights: -June Index Rebalancing -Inflation Is The 2021 Grand Debate -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena June Index Rebalancing Since March 2007, reports Morgan Stanley, stocks that have been picked as the next fresh inclusion for the ASX200 have generated relative outperformance of no …

In this week's Weekly Insights: -Back To Pre-Covid Forecasts -Conviction Calls -Research To Download -All-Weather Stocks: My Research & The Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Back To Pre-Covid Forecasts In the end, the local share market did not require another momentum boost from the local banks to rally towards a …

In this week's Weekly Insights: -The Trend Remains Up -CSL Optimism Creeping Back In -Conviction Calls -FNArena Talks -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Trend Remains Up Now that April has been replaced by May, and the share market has put in another strong performance (up 20%-plus since October ex-dividends), …

In this week's Weekly Insights: -Analysts Versus Pessimists: The Battle Royale Of 2021? -Icarus Explained: Charter Hall -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Analysts Versus Pessimists: The Battle Royale Of 2021? Last week, I wrote about how 3/4 of ASX stocks covered by stockbrokers is still trading below …

More Upgrades, More Potential For Aussie Shares By Rudi Filapek-Vandyck, Editor FNArena Back in early 2011, something odd was happening in the Australian share market. Equity strategists at investment banks and stockbrokerages domestically were predicting strong gains ahead for the Australian share market, at that time eyeing …

In this week's Weekly Insights: -Inflation? -A Golden 'Value' Opportunity -One Giant Data Leap Forward For FNArena -Research To Download Inflation? By Rudi Filapek-Vandyck, Editor FNArena A lot of what happens in the share market, in particular this year, relates to relativity and simple mathematics; both I feel are not necessarily well …