In this week's Weekly Insights: Five Key Risks To Consider By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that question the central premise of a share market assessment that, ultimately, resulted in the conclusion it was probably best …

In this week's Weekly Insights: -Market Reflects Risk & Opportunities -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk & Opportunities It is easy, probably too easy, to be deterred by what looks like richly priced asset prices, but if the years past have shown one key message for …

In this week's Weekly Insights: -Ten Highflyers With More Upside Potential -FNArena Talks -All-Weather Research: Post-August Changes -FNArena on Saturday By Rudi Filapek-Vandyck, Editor Ten Highflyers With More Upside Potential Almost thirty years of closely following financial markets has guided me to one all-important share market observation: there's no such thing as …

In this week's Weekly Insights: -Growth Is Not A Dirty Word -FNArena On Tour By Rudi Filapek-Vandyck, Editor It was by no means a universal outcome, with some of the smaller cap companies delivering unexpected negative surprises, but the Technology sector crowned itself as the best performing segment on …

In this week's Weekly Insights: -Plenty Of Traps In Share Market Valuations -Post-August Key Picks -FNArena Talks -Gen.Ai - A New Section On The Website By Rudi Filapek-Vandyck, Editor Plenty Of Traps In Share Market Valuations Financial markets operate in a constant flux because of changes in geopolitics, monetary policy, societal progression …

Rudi’s View: Asking The Important Questions By Rudi Filapek-Vandyck, Editor Asking The Important Questions Two-and-a-half years ago the Federal Reserve started what became one of its steepest tightening cycles in history. Two-and-a-half years and we are still debating whether the US economy, and possibly the global economy in …

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 …