In this week's Weekly Insights: -Quality Reigns, And How To Identify It -Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality Reigns, And How To Identify It I used to think investors' biggest challenge was related to a cheaper share price not always presenting a better opportunity, or that built-in …

In this week's Weekly Insights: -A Market Narrative Delayed -Conviction Calls & Best Buys -Rudi Unplugged - The Video By Rudi Filapek-Vandyck, Editor A Market Narrative Delayed Four months ago, the outlook for equities and bond markets looked as straight as an arrow: inflation was decelerating and the Federal Reserve and …

In this week's Weekly Insights: -Shaky Sentiment Ahead Of Corporate Updates -Everybody's A Gold Bull -Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Shaky Sentiment Ahead Of Corporate Updates Analysts at Morgan Stanley made a big hullabaloo about it, as would I if ever I came to walk into their …

In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers -Conviction Calls & Best Buys -June Index Rebalancing By Rudi Filapek-Vandyck, Editor Lessons & Observations From ASX All-Weathers The Global Financial Crisis of late 2007-March 2009 changed my life as an investor. Those who have remained with us since no doubt …

In this week's Weekly Insights: -Everybody Worried? -Gold As Insurance -Westpac, Technology Laggard -Conviction Calls and Best Buys -Rudi Unplugged - Send In Your Questions By Rudi Filapek-Vandyck, Editor Everybody Worried? Bubble. Hype. Overpriced and overbought. These are all popular terms used by market commentators and investment experts in relationship to share markets …

In this week's Weekly Insights: -Facts & Fiction About Gold -Conviction Calls & Best Buys -Risk-On Bubble & Mid-Caps Outperformance By Rudi Filapek-Vandyck, Editor Facts & Fiction About Gold If there had been an official Top Ten list of most disappointing trading & investment ideas these past number of years, no …

In this week's Weekly Insights: -Selective Opportunities Among Discounted REITs -Conviction Calls & Best Buys By Rudi Filapek-Vandyck, Editor Selective Opportunities Among Discounted REITs Central bankers will lower interest rates, though the exact timing remains unknown. Bond markets will try to anticipate these reductions and rally in advance, lowering bond …

In this week's Weekly Insights: -Healthcare Under The Scanner -February 2024; The Final Verdict -Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor Healthcare Under The Scanner Technology companies and discretionary retailers might have crowned themselves as Champions during the local reporting season in February, post-season the focus among analysts goes mostly …

In this week's Weekly Insights: -Investing Is About The Future -All-Weather Model Portfolio -Conviction Calls -It's Your Turn By Rudi Filapek-Vandyck, Editor FNArena Investing Is About The Future The local December-half results season in February had its own script in mind, as also illustrated by the interim result release from California, USA …

In this week's Weekly Insights: Week 3: Not As Good, But Not Bad By Rudi Filapek-Vandyck, Editor As the local corporate results season went through its third week, it became obvious the heavy skew towards positive surprises could not be maintained. As it turned out, the busiest week of …