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
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
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
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
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
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