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 …

In this week's Weekly Insights: More Winners Than Losers In Mid-February By Rudi Filapek-Vandyck, Editor Reporting seasons in Australia have become a second half (of the month) tsunami affair and by this time twelve months ago the FNArena Corporate Results Monitor had already covered close to 100 …

In this week's Weekly Insights (the first in 2024): -All-Weather Model Portfolio -Rudi Unplugged -February Trepidation By Rudi Filapek-Vandyck, Editor Weekly Insights returns with a bang this week, as too much material forces me to publish this week's update in two separate parts. The story below is best read in conjunction …

In this week's Weekly Insights: -All-Weather Model Portfolio -Bear&Bull Market To Continue (?) In 2024 -Conviction Calls & Best Ideas -Holidays Are Beckoning By Rudi Filapek-Vandyck, Editor All-Weather Model Portfolio Last week's Weekly Insights included some estimates on the performance of the FNArena/Vested Equities All-Weather Model Portfolio. Alas, those estimates were incorrect, for …