Insights

Want to keep your dividends but reduce risk?

As market returns trend lower, many investors are waking up to the underlying risk in their portfolios. In recent years as interest rates have marched steadily towards zero, investors who
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Investor update for May 2022

June 14, 2022 Inflation must fall… or markets will (Part II) With inflation punching new highs in the US on Friday and topping 8.6% annual growth, we thought it worth
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Ready to eat dividends?

Australian equities are likely to underperform the world market over the next five years, according to the Blackrock Investment Institute. Local market returns are expected to average 4.5% over these
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Wheelhouse Partners investor update for April 2022

May 13, 2022 Are we there yet? As the market route continues from April into May, we’re often asked whether we feel the bottom is near… only for that question
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Zenith initiates on Wheelhouse Australian Enhanced Income Fund with ‘Recommended’ rating

Research house Zenith has issued a ‘Recommended’ rating on the Wheelhouse Australian Enhanced Income Fund after only 12 months of Fund performance. The strategy is designed to generate outperformance versus
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Can dividends deliver outperformance?

It’s no secret that Australian investors love their dividends. But recent Morningstar research has found that a portfolio of higher dividend-paying shares actually meaningfully outperforms over the long term. But
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