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Everything from Datt Capital

Datt Capital questions Intergenerational Report’s reliance on AI to drive 1.2pc productivity gains, and other predictions

From Datt Capital

The government released the Intergenerational Report 2026 offering the outlook for the Australian economy and the budget to 2065–66. Emanuel Datt, chief investment officer of Datt Capital says “A 40-year forecast is

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23 Sep 2026

Reporting season delivers on guidance

From Datt Capital

Datt Capital’s chief investment officer, Emanuel Datt, says this ASX reporting season is exposing dispersion at the stock level and that the underlying results have largely matched guidance and haven’t

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17 Aug 2026

The big energy reckoning from a decade of underinvestment is reshaping returns

From Datt Capital

Investment in energy has failed to keep pace with demand for more than a decade and the fallout won’t be a short-lived price spike, but a compounding structural deficit that

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11 Aug 2026

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

From Datt Capital

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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18 May 2026

Fuel scarcity signals a significant shift for markets

From Datt Capital

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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17 Apr 2026

AI productivity boom a net positive for Australia

From Datt Capital

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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25 Feb 2026

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

From Datt Capital

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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03 Sep 2025

Markets resilient but not euphoric

From Datt Capital

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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11 Aug 2025

Australia’s population boom fuels investment tailwinds

From Datt Capital

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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22 Jul 2025

Datt Capital funds increase reach on new platform

From Datt Capital

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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27 Jun 2025

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