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Category: In the News

Peak Concentration?

Alastair MacLeod talked to Juliette Saly from ausbiz about the current AI investment trends; but is this idea running out of steam? Recent performance of the top stocks from the
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Mag-7 looking too pricey? An equal-weighted index could be an alternative

Alastair MacLeod recently joined Juliette Saly on ausbiz to talk about equal-weighted versus cap-weighted index exposures.
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What volatility tells us about the markets

With the recent downturn in the US markets, Alastair MacLeod, Managing Director, joined Juliette Saly from ausbiz to talk more about what volatility levels mean for the markets and what
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Compounding and taxes: a checklist for investors

While the allure of compounding returns often takes centre stage in investment discussions, the reality for taxpayers is more nuanced. The undeniable presence of taxes can significantly affect the trajectory
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Three ways to protect your portfolio in a market drawdown

In the current fluctuating market climate, Alastair MacLeod, Managing Director at Wheelhouse Partners, elaborates on how investors can secure their portfolios against numerous market-moving forces.
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Buy Hold Sell: 3 dividend traps (and 2 you can trust)

Everyone loves a bargain. It’s why Boxing Day sales are such a riot, or why my car salesman father tries to haggle nearly everything he buys. But as in life,
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3 stocks to fight the portfolio scaries (and the mistakes that have haunted fund managers in 2022)

Just a few short years ago, this anonymous writer couldn’t bear to watch scary movies. Now, I can’t get enough of them. I think that’s because, when it comes down
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Buy Hold Sell: 5 of the highest-yielding stocks on the ASX

On Wednesday, the Australian Bureau of Statistics announced that inflation had surged 1.8% higher in the third quarter, taking the headline inflation rate for the past 12 months to an
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Wheelhouse Partners Appoints Head of Distribution

Brisbane, 30 September 2022 Australian specialist income manager Wheelhouse Partners (Wheelhouse) has announced the appointment of Wayne McGauley as Head of Distribution. In the newly created role, Wayne will be responsible
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Zenith initiates on Wheelhouse Australian Enhanced Income Fund with ‘Recommended’ rating

Research house Zenith has issued a ‘Recommended’ rating on the Wheelhouse Australian Enhanced Income Fund after only 12 months of Fund performance. The strategy is designed to generate outperformance versus
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