Rudi's Views

In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts-Conviction Calls By Rudi Filapek-Vandyck, Editor…

The FNArena Editor explains why a rise in bond yields matters, and why/how higher yields impact on equities

As market sentiment remains positive, maybe this year’s biggest threats are excessive optimism and rising bond yields?

My recent story on TechnologyOne has generated a number of questions from investors, both about the shares in particular (“would you be buying now?”) as well as more generalised questions about portfolio maintenance and management (“when do we sell?”)

In today's story: -Index Changes: One More Time-Secular Growth, With Conviction-Conviction Calls-Rudi Talks-Research Reports To Download By Rudi Filapek-Vandyck, Editor…

Dear time-conscious investor: Share price volatility does not equal risk, and this week's All-Weather Stock proves exactly that In this…

Dear time-constraint investor: A shift is happening in financial markets as year-end approaches In this week's Weekly Insights: -Same But…

FNArena regularly receives questions about its service, content, policies, tools & data, and even about its corporate independence. The Editor shares four responses that likely carry broader interest among investors and subscribers

Dear time-conscious investor: Fresh developments and investor optimism now favour Value over Growth & Quality In this week’s Weekly Insights:…

In this week’s Weekly Insights: -Why Are Equities Rallying?-Question Of The Week-Rudi Talks-Conviction Calls Why Are Equities Rallying? By Rudi…