Global Equities, Multi-Asset PM, Dantes Outlook

Damanick Dantes, CMT

Damanick Dantes, CMT® is an investment professional specializing in global asset allocation and ETF portfolio construction. He is the founder of Dantes Outlook LLC, where he leads portfolio strategy and oversees a quantitative research team. The firm advises clients using a suite of global multi-asset model portfolios. We customize these models using a combination of ETFs and model-driven stock selection. Regional factors are created based on fundamental and technical criteria, which often serves as the core for clients located in concentrated markets like Asia, Middle East, and Europe. These factors are then scaled into our global multi-asset portfolios to achieve long-term diversification. Damanick has a decade of investment and leadership experience including roles at firms such as Fidelity Investments.

Global Equities, Multi-Asset PM

Portfolio Update: Selective in Global Stocks, Commodities, Underweight Bonds

Japanese Banks: Rotating Beneath the Surface

China Equities: Relative Upside in Offshore Vs. Onshore Stocks

Dantes Outlook

We invest over a full market cycle, using multi-asset portfolios tailored to each global client, from individuals to family offices.

Built to Endure

Cross Asset Strategy

<ul>
<li>The <a href="https://www.smartkarma.com/entities/s-p-asx-200" target="_blank" data-smartkarma-citation="entities:22901:1" rel="noopener">S&amp;P/ASX 200 (AS51 INDEX)</a> appears oversold vs. world equities, but has not sustained upside momentum to warrant a broad allocation. Although dividends are nice over the long run.</li>
<li>We constructed a 12-name basket that can scale as the index trend improves. The basket holds a mix of cyclical and defensive stocks.</li>
<li>A narrower rate differential with the US may help, but significantly less so for USD-investors like us. The bar is high for Aussie equities, so we prefer stock selection.</li>
</ul>


The S&amp;P/ASX 200 (AS51 INDEX) appears oversold vs. world equities, but has not sustained upside momentum to warrant a broad allocation. Although dividends are nice over the long run.
We constructed a 12-name basket that can scale as the index trend improves. The basket holds a mix of cyclical and defensive stocks.
A narrower rate differential with the US may help, but significantly less so for USD-investors like us. The bar is high for Aussie equities, so we prefer stock selection.


Washington H. Soul Pattinson and Co. Ltd (SOL AU)

Australia: Value Down Under Awaiting Confirmation. Here’s a Stock Basket That Scales