In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …

In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …

In this week's Weekly Insights: Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment the market understands there's a whole lotta growth up for grabs on the horizon, share prices move onto above market-average multiples which, at …

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 …