Expert analysis of the most pressing issues facing investors, financial advisers and the economy in general. Expect thought leading content covering important macroeconomic themes, asset class analysis and deep-dives into individual sectors. The name says it all, uncovering alternative insights on traditional concepts and adding to your knowledge base.
As it stands, the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the “real” economy, which is effectively on government life-support following enforced economic lockdowns. Such has
Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five years, to hit US$17 trillion (A$23.4 trillion) by 2025, according to the latest research by Preqin, the global alternatives research and data
I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a black-and-white answer. It’s fair to say that ESG, or its shorthand – ethical investing – has
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on past data to support their view of future returns. At its simplest there is mean
Environmental (E), Social (S), and Governance (G) analyses consider a multitude of issues within the E, S, G pillars. For example, MSCI, one of the mainstream ESG data and rating providers, scores companies using ten themes and 37 different factors
In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap sector for Australian investors. He highlights: The MSCI World Small Cap Index captures small cap representation across
A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per cent effective in preventing COVID-19 in participants without evidence of prior SARS-CoV-2 infection in the
2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute return, and downside management back in focus. Global infrastructure & utility stocks have been
With advisers and investors faced with what appears to be zero-bound interest rates for at least the next three years, the already fast-growing alternative fixed interest (or ‘credit’) sector is sure to see more demand in the months ahead. The
New retail investors entered the sharemarket in droves over the first six months of the pandemic’s impact. Contrary to widely held views, for the most part, on average, they did very well. Very well indeed. But one has to be
As it stands, the ASX’s November 2020 performance could be the best in over 50 years. It seems
Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five
I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of
Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer
Environmental (E), Social (S), and Governance (G) analyses consider a multitude of issues within the E, S, G
In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities
A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration
2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility
With advisers and investors faced with what appears to be zero-bound interest rates for at least the next
New retail investors entered the sharemarket in droves over the first six months of the pandemic’s impact. Contrary
Insights for Advisers by Advisers
