Rudi's Views

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

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

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