We share insights from our team of financial specialists and curate relevant news to keep you informed as the investment landscape continues to change.
DAC Insights
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…
Emerging Opportunities In Carbon Capture & Storage
Carbon capture is an umbrella term for technologies that aim to take carbon dioxide out of the atmosphere or catch emissions and store them before they are released into the air. It is an encouraging, emerging technology being considered as a key part of plans to move toward a carbon-neutral future. DAC is tracking the impact(s) these technologies may have on the energy market and would like to share some of our insights with you…
Energy Outlook
Energy Investor Monthly – February 2024
The 2023 United Nations Climate Change Conference was held late last year in Dubai. The convention ended with an agreement that claims the “beginning of the end” of the fossil fuel era. Is it really the end of fossil fuels or just hot air? We’ve summarized key takeaways and provided our outlook of what may, or may not happen…
Energy Investor Monthly – January 2024
“It’s been said that “the climate crisis… is the existential threat of our time.” What to do about it will certainly be one of the most complex undertakings we’ll face because hydrocarbons, particularly crude oil, are so intertwined and have a significant impact on our daily lives…
Informed Dividend Investors
Informed Dividend Investor – First Quarter 2024
With Tax Day approaching, we wanted to address how dividends are taxed and why it matters. We review the variety of factors that can impact how much may be owed to Uncle Sam on dividend income…
Informed Dividend Investors – Q2 2023
With uncertainties over a recession, earnings, and increases in both government and corporate debt costs, it’s no surprise that dividend increases were down and dividend decreases were up in Q2 2023. In this quarter’s Informed Dividend Investors publication, we address and explore ways to mitigate the volatility of dividend payments
News
Happy Thanksgiving from Dividend Assets Capital
Around the office, we’re grateful for many things this Thanksgiving holiday, but nothing more than the chance to serve wonderful clients, partners and friends like…
Dividend Assets Capital’s James Haley Speaks at Siena College Business Lecture Series
We’re pleased to share that James Haley, our Chief Executive Officer and director of Private Client Group, recently participated in the Siena College School of…
Market Commentary
One More Reason to be Thankful This Thanksgiving: The Fed May Be Finished Raising Rates
As we celebrate the holiday season with family and friends, we would add one more reason for giving thanks this year – The Fed may finally be finished raising interest rates….
DAC Market Perspectives (Midyear 2023)
Kicking The Can Down The Road…
The rally in risk assets continued in the second quarter as the U.S. equity markets successfully fought off concerns about the U.S. banking system and worries that the Federal government would exceed its debt ceiling in June. However, there are some signs of weakness on the horizon keeping the dreaded R-word ‘Recession’ front and center as the Fed continues its fight to rein in inflation…