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Analysis

Emanuel Datt

21 July 2020 • By Emmanuel Datt • 1 min read

‘Walking the walk’: Why more investors are attracted to co-investing

Alignment of interest is a concept basic to a great many modes of human behaviour yet in the funds management sector it does not necessarily receive t...

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Emanuel Datt

Fixed income returns – the increasing importance of credit structures

Heavily indebted governments, an increasingly indebted corporate sector, rising unemployment and growth in the number of corporate balance sheets need...

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Emanuel Datt

‘Interesting times’ highlight need for flexibility

The supposed ancient Chinese expression, “May you live in interesting times,” certainly describes the period we’re living in. We had the “c...

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Emanuel Datt

Airports: Buy, hold, or sell?

With lockdowns across the globe slowly lifting and signs that global economies are emerging from hibernation, is now the time to invest in airports? ...

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Emanuel Datt

Turbulent times make it more important for CEOs to take responsibility for the numbers

Accurate and timely financial reporting is ultimately the responsibility of those at the top – and never more so than when conditions are uncertain....

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Emanuel Datt

Thinking outside the ESG box, not just ticking it

Justifiably, how companies are behaving during the pandemic and their ESG credentials are under even greater scrutiny. But this is not a new “fad...

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Emanuel Datt

Gamblers, day traders, and smart investors

The ongoing volatility in sharemarkets has attracted plenty of first-time investors and wannabe day traders looking to cash in on wild swings in equit...

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Emanuel Datt

Facebook is not an ESG investment

The risks are mounting for investors in social network giant Facebook as some of the world’s biggest and most influential companies boycott advertis...

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Emanuel Datt

Three lessons

I’ve been investing professionally since the 1980s, and the current environment is certainly distinctive in a number of ways. A pandemic like we ...

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Emanuel Datt

Why do we need shareholder class actions?

The Treasurer, Josh Frydenberg, is contemplating permanently extending the “temporary regulatory shields” provided to businesses in a bid to cut r...

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