Rudi's Views

Strategy adjustments and portfolio inclusions suggested by Bell Potter, Morgan Stanley, Morningstar and Ellerston Capital

Identifying share price catalysts in a largely moribund market for the weeks (and months) ahead

Strategy updates, model Portfolios and curated lists of Best Buys and stocks to avoid by asset managers and equity strategists

It’s a phrase that is often heard around the Australian share market these days: the local bond market has already priced in more RBA rate hikes, and then some

Stock picks and sector favourites in October

Some things might change post the US Midterms, but many things will remain the same

Investors might be surprised about the level of similarities between equity markets in the US and domestically, plus fund managers’ favourite ASX stocks

An update on Best Buys and Conviction Calls in Australia

A deeper dive in the highest rated, though unloved stocks on the ASX

Australian equities can be a source of enjoyment and plenty of rewards, but there are other times when share prices simply won’t cooperate with our plans and well-intentioned decisions