Insights

Investor Update for August 2021

September 13, 2021 What’s with all these ‘Global Supply Chain Issues’? Do they matter? Supply chain issues were cited by company management numerous times during the recent reporting season and
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Income Efficiency – increasing yield whist minimising risk

Meagre yields from cash/bonds have left many investors reducing their usual weights to these defensive assets insearch of more acceptable returns. Investors have been pushed further along the risk curve
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Pfizer’s jab costs $35… versus $3 for AstraZeneca’s. Sound fair?

When receiving my jab last month (thankyou nurses at RBWH in Brisbane for your excellent care!) I couldn’t help wondering how much all these vaccines were costing. From a purely
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Investor Update for July 2021

Season’s greetings! As with every August, dividend season is again on our doorsteps. Over the next two months, 116 companies in the ASX 200 Index are expected to deliver the largest quarterly dividend payout in history.
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Investor Update for June 2021

Dear fellow investor “Inflation is not a problem.”  That seems to be what the bond market is saying, an important bellwether as bonds are particularly ill-disposed towards bouts of inflation.
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Investor update for May 2021

Dear fellow investor Every month going forward we intend to highlight an investment issue that crossed our desks here at Wheehouse, that we felt topical and worthy of a broader
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