In this week's Weekly Insights: -Risks To Consider -Conviction Calls -Backlog In Messages Risks To Consider By Rudi Filapek-Vandyck, Editor FNArena Let's start with the good news. Historical data analysis suggests the final week of January and the first ten trading days into February usually represent a positive experience for the …

In this week's Weekly Insights -2022 Looks Familiar, Though Not Quite The Same -December Index Watch -Conviction Calls -Research To Download -FNArena Talks: All-Weathers -Hendrik Bessembinder, Unsung Hero -All-Weather Model Portfolio 2022 Looks Familiar, Though Not Quite The Same By Rudi Filapek-Vandyck, Editor FNArena This might come as a surprise to many readers, but, reading …

In this week's Weekly Insights: -The Secret Ingredient -Conviction Calls -Research To Download -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena The Secret Ingredient Imagine two similar companies, competing in the same sector. One is hell-bent on doing the right thing, the other cares a lot less about the long-term picture and …

In this week's Weekly Insights: -Managing Risk In Earnings -All-Weather Model Portfolio -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Managing Risk In Earnings If you thought global supply chain bottlenecks remain on investors' radar because the outlook for inflation depends on it, you'd be half correct. One of the market …

In this week's Weekly Insights: -Three Risks Into Year-End -Confusing November -Conviction Calls -FNArena Talks -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Three Risks Into Year-End With year-end approaching and equity markets having positively surprised thus far in 2021, the risk is investors become overly complacent, thinking nothing can possibly disrupt this …

In this week's Weekly Insights: -Bonds Versus Earnings -Signal Says Sell, But Don't Sell -Autumn Has Arrived For Sydney Properties -Covid Is Changing The World -Copper: Supercycle With A Twist -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Bonds Versus Earnings As far as historical battles between financial markets and central banks are concerned, the …

In this week's Weekly Insights: -We Are All Worried -Australia's Share Market Sweet Spot -Conviction Calls -What Works In Australia? By Rudi Filapek-Vandyck, Editor FNArena We Are All Worried Confused? Well, you should be. Investors, central bankers, business leaders, economists, politicians, and consumers, not to forget the many experts and market commentators on …

In this week's Weekly Insights: -The Basics Of Portfolio Construction -Jumpin' Jack Flash Lives In The Seventies -Conviction Calls -All-Weather Model Portfolio September Review -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Basics Of Portfolio Construction On my observation, the investment services industry is too much focused on providing the next hot …

In this week's Weekly Insights: -Forecasts Are Falling -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Forecasts Are Falling As if investors didn't already have enough to worry about, earnings forecasts around the globe are now in a negative trend, as in: forecasts for corporate profits are falling, but …

In this week's Weekly Insights: -The Market Has A Carrot -No Weekly Insights Next Week -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena The Market Has A Carrot If the year past has shown investors one thing, it is that taking too bearish a view on the outlook for equities and bonds …