We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.
Category: DAC Insights
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DAC Insights: The Impact Of Midstream MLPs On An Income Generating Portfolio
Dividend Assets Capital (“DAC”) has been an investor in energy infrastructure, particularly midstream Master Limited Partnerships (“MLPs”), since their beginning. Midstream MLPs are involved in the transportation, processing and storage of oil, natural gas and their liquids. They typically operate fee-based business models by entering long-term contracts with their customers and reward their investors with attractive distributions yields, especially in high-inflation environments…
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DAC Insights: Asset AND Income Growth
Most conversations about portfolio results focus on total return. We believe that growth of portfolio income is an equally important investment outcome, but it is underappreciated and often simply overlooked. Examining results from the DAC Equity strategy composite over the last decade demonstrates how both outcomes can be achieved from a single investment strategy…
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DAC Insights – OpenAI & ChatGPT
ChatGPT continues to capture headlines. DAC is exploring the dynamics of this and other natural language processing and machine learning technologies. Here’s a quick overview of the emerging technology…
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DAC Insights – Silicon Valley Bank
Everything Everywhere All at Once…
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DAC Insights: Midterm Elections 2022… Politics of Investing
History shows that the months leading up to midterm elections tend to experience higher volatility and lower returns compared to non-midterm election years. Our latest DAC Insights explores this and other market tendencies surrounding midterm election years…
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DAC Insights: Lithium… The New Gold Rush
Lithium production increased globally by 21% in 2021 to approximately 100,000 tons. Our latest DAC Insights explores how supply and demand factors will influence the Lithium market in the coming years…
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DAC Insights: Crude Summer… Oil Shocks to the System
Oil price shocks and recessions have been linked. Our latest DAC Insights highlights that and other energy market data that is shocking the system…
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DAC Insights: Relying on Dividend Growth in A Recession
With interest rates rising, inflation at historical highs and significant economic uncertainty, dividend growth investing has proven to be a reliable strategy in times of market stress like these…
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DAC Insights: The Impact Of Midstream MLPs On An Income Generating Portfolio
Dividend Assets Capital (“DAC”) has been an investor in energy infrastructure, particularly midstream Master Limited Partnerships (“MLPs”), since their beginning. Midstream MLPs are involved in the transportation, processing and storage of oil, natural gas and their liquids. They typically operate fee-based business models by entering long-term contracts with their customers and reward their investors with attractive distributions yields, especially in high-inflation environments…
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DAC Insights: Should I Convert to a Roth IRA?
We’ve been asked this question many times over the years and one would think it would be a pretty straight forward response—Yes or No. Like all great questions, before it can be sufficiently answered, you will need to begin by asking the right questions…