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
Category: Insights
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
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
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.
‘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
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
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.
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
A miserly outlook for franking credits
As published on Livewire Markets, 14 July 2020 While all eyes have been focussed on falling dividends this year, there has been little discussion around the negative impact this will
Using global shares to break your dividend dependency
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 only