Rudi's Views

By Rudi Filapek-Vandyck, Editor FNArena At least one market observer (BA-ML strategist Tim Rocks) has labeled the February reporting season…

By Rudi Filapek-Vandyck, Editor FNArena It's not easy to be a banker in Australia these days. Everybody, from politicians to…

By Rudi Filapek-Vandyck, Editor FNArena There is little reason to question the fact that if equity markets were fully guided…

Research from CommBank economists confirms: investors better not get too excited about the outlook for the global economy just yet.

By Rudi Filapek-Vandyck, Editor FNArena Two weeks ago I calculated how, on some measurements at least, the long-term average return…

By Rudi Filapek-Vandyck, Editor FNArena The share market is, ultimately, all about earnings growth but sometimes other factors occupy the…

In hindsight, one of the better analyses I wrote in years past dates from mid-2008, when I calculated how four years of above average investment returns followed by a sharp sell-off in the first half of 2008 had affected the long term average return for the Australian share market. As it turned out, my calculations suggested four years of 20%-plus returns still hadn't been compensated for, suggesting more sell-offs were needed.

Is it possible that current market optimism is built on unusually mild weather in the Northern Hemisphere?

By Rudi Filapek-Vandyck, Editor FNArena There is an obvious analogy between what is happening in equities markets this month and…

By Rudi Filapek-Vandyck, Editor FNArena Is there climate change? I think the answer is affirmative; the investment climate has changed…