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: Growth Of Capital And Growth Of Income
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 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 – April/May 2025
INSIGHTS OF THE MONTH U.S. LNG – Feeding the World’s Demand for Energy Liquefied Natural Gas (LNG) is essentially natural gas (methane, CH4) that has…
Energy Investor Monthly – January/February 2025
Crude oil, often referred to as “black gold,” is a naturally occurring resource that, in its raw form, has limited use. Through the refining process, this valuable commodity is transformed into essential fuels and products that power modern life, earning it the nickname “energy gold.” In this month’s DAC Energy Monthly we look at the basics of the refining process.
Informed Dividend Investors
Informed Dividend Investor – First Quarter 2025
Many investors consider yield when making an investment. We encourage you to be familiar “Yield-On-Cost” (YOC) as well. YOC can provide insight into the potential future income of an investment today. Learn more in this edition of Informed Dividend Investor…
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…
News
Dividend Assets Capital Hosts Webinar with Policy and Taxation Group
Dividend Assets Capital recently featured a timely and informative webinar in collaboration with the Policy and Taxation Group, focusing on the current tax policy climate in Washington,…
Market Commentary
DAC Market Perspectives: June 2023
Hop, Skip, Jump, or Pirouette… What Will the Fed Do Next?
After months of contentious negotiations, the global financial markets can finally breathe a collective sigh of relief that Congress and the Biden administration reached an agreement to raise the U.S. government’s $31.4 trillion debt ceiling and avoid a default, which even the most entrenched politicians determined would be bad for both the economy and their political futures…
Quarterly Commentary: September 2022
BRAKING OR BREAKING, WHAT IS THE FED DOING TO THE U.S. ECONOMY?
After a promising start that began with a relief rally, global markets continued their year-to-date declines during
the 3rd quarter as record inflation, geopolitical tensions, lingering effects from the pandemic, and, most
importantly, fears that an aggressive Federal Reserve would push the U.S. economy into recession weighed heavily
on the broader markets.