Duration, not rate levels, is the real threat to investors

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As markets absorb the consequences of a federal budget handed down against a backdrop of persistent inflation, Melbourne-based fund manager Datt Capital says investors are asking the wrong question about

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Fuel scarcity signals a significant shift for markets

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The current fuel crisis is reshaping how markets interpret energy risk, with fuel scarcity emerging as a more persistent economic constraint rather than a short-term cyclical factor, according to Datt

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AI productivity boom a net positive for Australia

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Artificial intelligence may be disrupting global equity markets and challenging traditional business models, but Emanuel Datt, Chief Investment Officer of Datt Capital, believes the long-term implications are overwhelmingly positive, particularly

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Reporting season meets the “September effect”, investors urged to get active

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Reporting season has reminded investors of a plain truth that not all companies are equal. The S&P/ASX 200 has remained steady, but beneath the surface, shares have swung significantly. In

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Markets resilient but not euphoric

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Geopolitical risks remain high, but markets have so far shown resilience, supported by low unemployment and strong liquidity conditions, providing opportunities for investors that know where to look, according to

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Australia’s population boom fuels investment tailwinds

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Australia’s surging population, propelled by a wave of overseas migration, is reshaping the economy and creating what boutique investment manager Datt Capital calls a structural investment opportunity across housing, healthcare

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Datt Capital funds increase reach on new platform

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Boutique Australian equity investment manager Datt Capital has announced that its Datt Capital Absolute Return Fund and Datt Capital Small Companies fund have been added to the Mason Stevens Investor

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Strategic gold exposure powers Datt Capital Small Companies Fund

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Despite facing one of the most challenging starts to a year in recent memory, the Datt Capital Small Companies Fund has defied broader market trends, posting strong result through a

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Australian stock market seen as safe haven in volatile global markets

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As global markets remain gripped by volatility, the Australian equity market is proving to be relatively resilient. According to Emanuel Datt, Chief Investment Officer of Datt Capital, a combination of

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Datt Capital Funds now available to investors via HUB24

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Boutique Australian equity investment manager Datt Capital has had its two funds – the Datt Capital Absolute Return Fund and the Datt Capital Small Companies fund – added to the

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