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Category: Insights

After-Tax Returns and The Wheelhouse Australian Enhanced Income Fund

A discussion with Alastair MacLeod and Wayne McGauley about the importance of After-Tax returns and what the key attributes of a tax-effective fund are.
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Alastair MacLeod and Michael Furey discuss portfolio diversity

Alastair MacLeod and Michael Furey of Delta Research and Advisory discuss how to create true portfolio diversification.
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Michael Furey and Wayne McGauley discuss the Delta Research Paper

Wayne McGauley and Michael Furey discuss the key findings of the Delta Research Report.
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Tipping Point

Alastair MacLeod, Portfolio Manager, explains his thoughts on why markets are at a tipping point, his views on how this tipping point is a regime change for investors and the
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2020 vs 2022 Two very different bears

It goes without saying that protective strategies need to work in bear markets – but a review of three traditionally defensive strategies during the past two major drawdowns shows very
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Want to keep your dividends but reduce risk?

As market returns trend lower, many investors are waking up to the underlying risk in their portfolios. In recent years as interest rates have marched steadily towards zero, investors who
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Ready to eat dividends?

Australian equities are likely to underperform the world market over the next five years, according to the Blackrock Investment Institute. Local market returns are expected to average 4.5% over these
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Can dividends deliver outperformance?

It’s no secret that Australian investors love their dividends. But recent Morningstar research has found that a portfolio of higher dividend-paying shares actually meaningfully outperforms over the long term. But
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Income Efficiency – increasing yield whist minimising risk

Meagre yields from cash/bonds have left many investors reducing their usual weights to these defensive assets insearch of more acceptable returns. Investors have been pushed further along the risk curve
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Pfizer’s jab costs $35… versus $3 for AstraZeneca’s. Sound fair?

When receiving my jab last month (thankyou nurses at RBWH in Brisbane for your excellent care!) I couldn’t help wondering how much all these vaccines were costing. From a purely
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