All-Weather Stock
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
10:00 AM
Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst
Feb 05 2026
We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read
Dec 19 2025
Previous Stories
Rudi’s View: Investing In Megatrends (The Other Ones)
Apr 26 2023
In this week's Weekly Insights: -Investing In Megatrends (The Other Ones)-Research To Download-FNArena Talks By Rudi Filapek-Vandyck, Editor Investing In…
Rudi’s View: (Not) About The Banks
Mar 29 2023
In this week's Weekly Insights: -More Data, More Brokers-US Recession More likely-(Not) About The Banks By Rudi Filapek-Vandyck, Editor More…
Rudi’s View: All-Weather Stocks – Back In Fashion
Mar 22 2023
In this week's Weekly Insights: -Banks Need Confidence (Lots Of It)-All-Weather Stocks – Back In Fashion-All-Weathers: Post-February-Research To Download By…
Rudi Interviewed: Tough February
Feb 16 2023
It has become the 'unofficial' tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…
Rudi’s View: Regrets, 2022 Delivered A Few
Dec 01 2022
In this week's Weekly Insights: -Final Weekly Insights For 2022-Regrets, 2022 Delivered A Few-Conviction Calls By Rudi Filapek-Vandyck, Editor Final…
Rudi’s View: Re-Opening Opportunities In Healthcare
Nov 17 2022
In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare-Conviction Calls-Research To Download-FNArena Talks-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…
Rudi’s Views: Pre-August Observations
Jul 21 2022
In this week's Weekly Insights: -Pre-August Observations-Reporting Season: Early Signals-ASX/S&P Index Rebalance Predictions-Conviction Calls-All-Weather Model Portfolio-FNArena Talks By Rudi Filapek-Vandyck,…
Rudi’s View: Peter’s Portfolio Reviewed
Apr 13 2022
Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment…
Rudi’s View: All-Weather Stocks, Some Answers
Jan 20 2022
FNArena regularly receives questions about my research into All-Weather Performers. An attempt to answer recent questions in bulk.
Rudi’s View: 29Metals, Calix, Chalice Mining, Incitec Pivot, Telstra & Qantas
Jan 13 2022
In today's update: -Conviction Calls-All-Weather Performers-All-Weather Model Portfolio-AIA Conference In March By Rudi Filapek-Vandyck, Editor FNArena Happy New Year, and…
