Rudi’s View: August Results Fail To Inspire By Rudi Filapek-Vandyck, Editor Investors are trained to be optimistic and hopeful but if the August reporting season proved one thing it is that hope is not an ideal strategy during times when economies are slowing and household budgets persistently …

August Trends Have Darkened By Rudi Filapek-Vandyck, Editor Reporting season is when investors receive a detailed insight into how companies are actually performing. Where is momentum? How strong is it exactly? And where are the weaker points? But investing is all about the future and thus what is …

August Paints A Bifurcated Picture By Rudi Filapek-Vandyck, Editor As per always, investors tend to experience reporting season through their own portfolio holdings. Miss out on the few sharp punishments and own a number of positive surprises and we might feel chuffed about past choices and our predilection …

In this week's Weekly Insights: -August Results: Early Beginnings -FNArena Talks By Rudi Filapek-Vandyck, Editor August Results: Early Beginnings Share price movements are not the most reliable indicator thus far in July and August. Contrary to what investors might assume, the Q2 corporate earnings season in the US is not a …

August Results: Polarisation & Divergence By Rudi Filapek-Vandyck, Editor It's difficult to keep the focus on corporate market updates when panic selling is causing risk assets to suffer heavy retreats in August. This is not about investor exuberance, concentrated market positions or inflated valuations, even though these …

In this week's Weekly Insights: -What Can August Deliver? -Morgan Stanley's August Season Hot Picks -FNArena's Corporate Results Monitor -All-Weather Portfolio FY24 Review -Video: Why FNArena & All-Weather Stocks By Rudi Filapek-Vandyck, Editor What Can August Deliver? As August beckons, and analysts and investors are preparing for what promises to be a 'lively' …

In this week's Weekly Insights: -More Coverage In Stock Analysis -How To Invest Allan's $300k -FNArena Video -Special Report on Ai By Rudi Filapek-Vandyck, Editor More Coverage In Stock Analysis Some among you may have already discovered this, but FNArena's Stock Analysis has an additional tab EXTRA COVERAGE. Click on it and you'll …

Corporate Earnings, The Best Indicator? By Rudi Filapek-Vandyck, Editor Today's markets are confusing many, not in the least because many traditional indicators don't seem to apply anymore. Us, humans, we like to at least have some sense of control or predictability about things, and when that "security" drops …

In this week's Weekly Insights: All-Weather Portfolio in FY24; Growth Not Value By Rudi Filapek-Vandyck, Editor We all experience the share market through our own portfolio, which might explain why so many voices remain downbeat, if not straightforward negative about the local market and its prospects. In contrast to …

In this week's Weekly Insights: -Diverging Risks In A Polarised Market -Special Report on GenAi, investing in the fourth industrial revolution By Rudi Filapek-Vandyck, Editor Diverging Risks In A Polarised Market One of the proprietary data insights from FNArena is the balance between Buy-Hold-Sell (and equivalent) ratings for those stockbrokers …