Insights

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
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Zenith initiates coverage of Wheelhouse Global with ‘Recommended’ rating

Research house Zenith has awarded a ‘Recommended’ rating to the Wheelhouse Global Equity Income Fund managed by Australian-based specialist income manager Wheelhouse Partners. The fund’s global equity strategy aims to
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Why gold is the ‘canary in the coal mine’ for this fund manager

On 17 August, Wheelhouse Partners featured in the Australian Financial Review as a Monday Fundie story by reporter Luke Housego. Read full article here A capital injection from hedge fund
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Wheelhouse completes independent structure, announces new partners

Australian-based specialist income manager Wheelhouse Partners (Wheelhouse) today completed its transition to its new independent structure following recently agreed terms for its executives to acquire Bennelong Funds Management’s stake in
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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
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How much risk is embedded in your income?

With interest rates at record lows, many investors are being forced into assuming greater risk in their portfolios to generate acceptable levels of income. As an example, bank term deposits
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