A Market Of ContradictionsIn this week's Weekly Insights: -Outlook 2024: Is History Our Guide? -Conviction Calls and Best Ideas -December Index Rebalancing By Rudi Filapek-Vandyck, Editor Outlook 2024: If History Can Be Our Guide Bond yields are down, and equities have put in a big rally starting from a deeply oversold position. The …

A Market Of Contradictions By Rudi Filapek-Vandyck, Editor This might seem contradictory, but it's simply part of the market being the market: from a technical analysis perspective, the outlook for equities is improving, at the same time as underlying fundamentals are revealing a number of red flags. Let's …

In this week's Weekly Insights: -Bonds & Equities; Joined At The Hip -Conviction Calls & Best Ideas -In Search Of Yield -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Bonds & Equities; Joined At The Hip The most important financial indicator right now may not be the level of government bond yields, or …

In this week's Weekly Insights: -Yield Is Back -Watch The Corporate Calendar -CSL & ResMed - Under Pressure -Best Ideas & Conviction Calls By Rudi Filapek-Vandyck, Editor Yield Is Back Twelve months ago, a temporary peak in global bond yields provided the green light for a strong relief rally in share markets. …

In this week's Weekly Insights: -Best Ideas & Conviction Calls -ResMed Talks -Predicting The Next Index Rebalances By Rudi Filapek-Vandyck, Editor Alas, on Monday unforeseen circumstances limited my time available and I had to restrict this week's Weekly Insights to a Round Up of Best Ideas and Conviction Calls. Despite the …

In this week's Weekly Insights: -To Sell Or Not To Sell? -Conviction Calls and Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor To Sell Or Not To Sell? When it comes to investing in the share market, very few events impact as much on the human psyche as a falling share …

In this week's Weekly Insights: -Looking For Answers -Best Ideas & Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor Looking For Answers The short term outlook for the Australian share market is, at best, uncertain. This is because there are simply too many conflicting factors to pay attention to. Last week's selling …

In this week's Weekly Insights: -Navigating The Post-August Complexities -Best Ideas and Conviction Calls -FNArena Talks Navigating The Post-August Complexities By Rudi Filapek-Vandyck, Editor Active fund managers. They are usually brimming with optimism because, as some like to remind us all, pessimists don't make much money. Yet, at a recent industry panel …

In this week's Weekly Insights: August 2023: Winners & Losers By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary retailers led by Harvey Norman ((HVN)), JB Hi-Fi ((JBH)) Premier Investments ((PMV)), Super Retail ((SUL)), The Reject Shop …

In this week's Weekly Insights: -Outlook Negative, With Plenty Of Silver Linings -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor One of the stand-out features of the August results season has been the resilience of household spending in Australia, which proved pivotal in keeping the balance of the …