The global energy capex shortfall is structural, not cyclical. Datt Capital explains why Australian energy stocks are positioned to benefit in FY2027.
Despite RBA hikes, SMSF investment options still face near-zero real rates. Here's why equities may offer better long-term real returns.
In June 2026, the Fund returned -8.14%, driven almost entirely by an energy exposure pullback as a Middle East ceasefire triggered a sharp sector rotation.
How Australian retirees evaluate low risk investments across term deposits, bonds, and absolute return funds to protect capital through retirement.
Downside protection investing in a weak economy: why staples, energy and bond proxies hold earnings through rate hikes and falling consumer confidence.
In May 2026, the Fund returned -3.45%, as elevated cash and energy exposure weighed on performance amid Federal Budget volatility.
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