Dear time-constraint investor: A shift is happening in financial markets as year-end approaches In ths week's Weekly Insights: -Same But Different, Different But The Same -Conviction Calls -Question Of The Week (on All-Weathers) By Rudi Filapek-Vandyck, Editor Same But Different, Different But The Same Earlier this year I wrote a story titled …

Dear time-conscious investor: Fresh developments and investor optimism now favour Value over Growth & Quality In this week’s Weekly Insights: -Value Ready For Catch-up -Conviction Calls Value Ready For Catch-up By Rudi Filapek-Vandyck, Editor FNArena Nothing lasts forever, in particularly not in financial markets, or as I like to put it: …

In this week’s Weekly Insights: -Why Are Equities Rallying? -Question Of The Week -Rudi Talks -Conviction Calls Why Are Equities Rallying? By Rudi Filapek-Vandyck, Editor FNArena Despite the 45th president of the United States’ claim that if he were voted out of office, the share market would tank savagely, equities the world …

In this week’s Weekly Insights: -A New Era For FNArena -Snippet 1: It’s A Pause, Not A Break -Snippet 2: Contain Your Expectations -Snippet 3: Santa Not Coming Out This Year? -Snippet 4: Banks Increasingly Back In Focus -Snippet 5: M&A Is Back! -Snippet 6: No Enthusiasm From Citi For Equities -Conviction Calls By …

In this week’s Weekly Insights: -Equities Portfolio For 2021 -World’s Worst Salesman? -Rudi Talks -Research Reports To Download Equities Portfolio For 2021 By Rudi Filapek-Vandyck, Editor FNArena Plenty of academic research suggests what matters most for investment strategies in the long run are asset allocation and portfolio composition. Yet, it’s probably a fair …

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution -Value Versus Growth – The Chart That Confirms -That Dreadful ASX Website (Continued) -Rudi Talks -Conviction Calls Quality & Growth: Confidence & Execution By Rudi Filapek-Vandyck, Editor On Wednesday last week, one local newsletter published a list of thirteen stocks that had …

In this week’s Weekly Insights: -Investment Themes In Australia -Conviction Calls -That Dreadful ASX Website (But Exciting News Ahead for FNArena) -Rudi Talks Investment Themes In Australia By Rudi Filapek-Vandyck, Editor FNArena As per tradition, one of the popular themes that dominated the local share market post Canberra-budget has been: which companies …

In this week’s Weekly Insights: -Market Momentum Switch: A Messy Affair -Conviction Calls -Dividend Traps & Opportunities The Economic Recovery, A Messy Affair By Rudi Filapek-Vandyck, Editor FNArena Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central banks’ focus …

Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins. Admittedly, I haven’t been exactly quick in catching up on the author’s global best seller research. This book was originally …

Dear time-conscious investor: US election remains too uncertain to call; a new strategy for dividend-seekers; plus one under-reported record from the August results season In this week’s Weekly Insights: -All Eyes On November 3 -Income Seekers Need A New Strategy -Time To Say Goodbye -Stats, Damn Lies, And Corporate Profits? All …