Insights

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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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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