A boutique asset manager with a mission to improve investment outcomes for Australian retirees.
Established in partnership with Bennelong Funds Management in March 2017, the team comprises three experienced investors (L-R), Principals: Andrew MacLeod (Trader/Analyst), Alastair MacLeod (Managing Director and Portfolio Manager) and Sam Jacob (Chief Information Officer).
As published on Livewire Markets, 14 July 2020
Global equities are usually added to a portfolio for one reason – to increase diversification. With the Australian equity market representing ... read article With interest rates at record lows, many investors are being forced into assuming greater risk in their portfolios to generate acceptable levels of income. As an example, bank term deposits are ... read article Alastair MacLeod of Wheelhouse Partners appeared on ausbiz to comment on a very public spat between two financial market heavyweights – and who’s right in the debate about the merits of tail ... view video What are tail risks?
Within financial markets, ‘tail risk’ events refer to rare and unpredictable events that can cause sudden sharemarket crashes. While there is a statistical definition ... read article The evolving COVID-19 crisis remains fluid, and all measures of risk have increased alongside the market’s fall.
At Wheelhouse, we never attempt to predict the direction of market movements. ... read article
Using global shares to break your dividend dependency
16 July 2020
How much risk is embedded in your income?
29 June 2020
The debate (or fight) over tail risk hedging
3 June 2020
Market crash highlights the value of tail-protection
24 March 2020
COVID-19 crisis - the value of income and protection
17 March 2020
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