Investor Update for October 2021
November 10, 2021 Peak shipping? “One swallow does not a summer make”… but with shipments for the Black Friday sales (in the US) and Christmas shopping now largely in transit
Category: Investor Updates
Investor update for September 2021
October 15, 2021 Value correlations to bonds yet another dislocation in a shaky market. Given the relatively minor drawdown in equity markets recently, there seems to be a surprisingly large
Investor Update for August 2021
September 13, 2021 What’s with all these ‘Global Supply Chain Issues’? Do they matter? Supply chain issues were cited by company management numerous times during the recent reporting season and
Investor Update for July 2021
Season’s greetings! As with every August, dividend season is again on our doorsteps. Over the next two months, 116 companies in the ASX 200 Index are expected to deliver the largest quarterly dividend payout in history.
Investor Update for June 2021
Dear fellow investor “Inflation is not a problem.” That seems to be what the bond market is saying, an important bellwether as bonds are particularly ill-disposed towards bouts of inflation.
Investor update for May 2021
Dear fellow investor Every month going forward we intend to highlight an investment issue that crossed our desks here at Wheehouse, that we felt topical and worthy of a broader