Insights
Vale David Swensen – Lessons from a pioneer of Endowment investing
Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so over 35 years
Why pharma stocks are the new inflation hedge
https://assets.ausbiz.live/assets/972daf77-fa79-4bce-91ee-e09c2da89d49/MP4/vimondio_video_1920x1080_10000.mp4 Alastair Macleod from Wheelhouse Partners has been looking at this inflation story for a long time. He says it’s transitory – for now – but says the old hedges
US dividends may get a boost from Biden tax plan
US shares have rarely been high on an income investor’s wishlist, with average dividend yields for the S&P 500 Index meaningfully trailing the ASX 200 Index and other markets for
Lonsec upgrades Wheelhouse Global to ‘Recommended’
Research house Lonsec has upgraded their rating of the Wheelhouse Global Equity Income Fund to ‘Recommended’. Wheelhouse’s Global equity strategy aims to deliver a 7-8% annual income return, plus some
Protection finally cheaper just as markets push higher
With markets testing new all-time highs, volatility is finally starting to decline with the VIX Index recently touching post-Covid lows, closing near 16 on Friday. This is good news for
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.