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Category: Insights

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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Vale David Swensen – Lessons from a pioneer of Endowment investing

Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so over 35 years
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US dividends may get a boost from Biden tax plan

US shares have rarely been high on an income investor’s wishlist, with average dividend yields for the S&P 500 Index meaningfully trailing the ASX 200 Index and other markets for
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Protection finally cheaper just as markets push higher

With markets testing new all-time highs, volatility is finally starting to decline with the VIX Index recently touching post-Covid lows, closing near 16 on Friday. This is good news for
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Wheelhouse Global Equity Income Fund added to BT Wrap and BT Panorama platforms

The flagship fund of Australian-based specialist income manager Wheelhouse Partners, the Wheelhouse Global Equity Fund, is now available to Australian retail investors through the BT Wrap and BT Panorama platforms.
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‘Super-defensive equities’ may rescue struggling 60/40 portfolios

This article first appeared in Firstlinks on 24/2/21 Investors concerned about the outlook for their balanced (60% shares/40% bonds) portfolios may need to consider alternate strategies to deliver their future
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For income, option selling conditions rarely better

For investors seeking income, now may be the time to consider systematic option-selling strategies such as a BuyWrite. Current market conditions in the US have rarely been better. Market volatility
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Did the Value train just leave the station?

Financial news channel Ausbiz interviews Alastair MacLeod on the outlook for growth vs value stocks, in light of the COVID bounce this week.
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Put-call ratio signalling red for contrarians

Options markets are exhibiting two unusual dynamics at the moment that can provide some insight on investor positioning and sentiment. For contrarians, the signals suggest the market is underprepared for
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