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.
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.
What investment options are available to SMSF trustees? A framework for evaluating managed funds, ETFs, and capital preservation strategies in retirement.
The Datt Absolute Return Fund returned -12.67% in March as geopolitical stress drove sharp sector rotation. The team undertook a hard reset, rotating into energy amid the global oil shock.
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