Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Latest Views

Rudi’s View: Quality At Home, Value Abroad

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

Oct 22 2026

Rudi’s View: Lower Bond Yields & Other Catalysts

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

Oct 21 2026

Rudi’s View: Stocks To Own & Best To Avoid

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

Oct 15 2026

Rudi’s View: More Risk, Higher Yields & Early Signs

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

Oct 14 2026

Rudi's Previous Views

Rudi’s View: Bravura, Capricorn Metals, Downer EDI, PLS, Symal & More

Oct 08 2026

Stock picks and sector favourites in October

Rudi’s View: Less Than 30 Days Left

Oct 07 2026

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

Rudi’s View: The Index Is No Longer The Market

Sep 30 2026

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

Rudi’s View: Ampol, BlueScope, Evolution, Infratil, Ramelius & More

Sep 24 2026

An update on Best Buys and Conviction Calls in Australia

Rudi’s View: Australia’s Most Unloved Buy-Rated Stocks

Sep 23 2026

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

Rudi’s View: A Market Short On Rewards

Sep 16 2026

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

Rudi’s View: Post-August Stock Picks & Best Buys

Sep 10 2026

Sector analysts have updated key preferences and best buy selections post the August results season

Rudi’s View: Australia Remains Outside The AI Party

Sep 09 2026

Notes and colour on what exactly is going on beneath the surface of the Australian stock exchange

Rudi’s View: Resources, Healthcare & Best Buys

Sep 03 2026

Resources and Healthcare pushed the ASX200 to another positive outcome in August. Analysts have nominated their favourites and Conviction Buys

Rudi’s View: Resilient, But August Fails To Excite

Sep 02 2026

Preliminary assessment of the August results season, with notes, stats and observations

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Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (bi-weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

Online seems the way to go, for the time being.

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Oct 24 2026 - Australia
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