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
Category: In the News
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
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.
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,
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
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
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
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
Why pharma stocks are the new inflation hedge
Alastair Macleod from Wheelhouse Partners has been looking at this inflation story for a long time. He says it’s transitory – for now – but says the old hedges of
Lonsec upgrades Wheelhouse Global to ‘Recommended’
Research house Lonsec has upgraded their rating of the Wheelhouse Global Equity Income Fund to ‘Recommended’. Wheelhouse’s Global equity strategy aims to deliver a 7-8% annual income return, plus some