Dune Asset Management

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Dune Asset Management A Multi-Strategy investment firm focused on Energy Infrastructure & Transmission, Datacentres and All-Terrain Equity investments.

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Dune Asset Management is a global investment management organization operating under Dune Holdings. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Dune Asset Management. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. Facebook is owned by a third party unaffiliated with us. Facebook and Dune Asset Management (“DAM”) are independent controllers of your personal data when you visit a FanPage or “Page Insights” promoted by DAM. Your personal data is collected in connection with your interaction or visit of this page and/or its content. DAM reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications, including your responses to any posts. Your personal data may be subject to our SG specific Privacy & Cookies Notice which you can read here, regardless of where the data originates. DAM will not accept purchase or sale orders via Facebook or its messaging systems. DAM is not responsible for, nor has it verified the accuracy of, content posted by third-parties. SG readers: View our Terms and Conditions at
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September has the worst average return of any month for the S&P 500, and 75 years of data say so.We break down the seaso...
15/09/2026

September has the worst average return of any month for the S&P 500, and 75 years of data say so.

We break down the seasonal pattern, why nobody fully agrees on the cause, and why this year's bond market wobble makes the usual playbook less useful than usual.

Read the full piece 👇
https://duneasset.com/articles-september-blues/

Washington just announced a deal for majority control of Venezuelan oil fields sitting on 65 billion barrels and the mar...
14/09/2026

Washington just announced a deal for majority control of Venezuelan oil fields sitting on 65 billion barrels and the markets barely blinked.

Here's what's actually happening:
→ 65bn barrels sounds huge, but fields this size take 5-15 years to reach meaningful production
→ Venezuela's crude is heavy and viscous; it needs blending before most US refineries can even touch it
→ The real price mover this week isn't Caracas, it's the Strait of Hormuz

Big geopolitical headlines and near-term market moves are often two separate conversations and this week's oil news is a clean example of why.

We dive into the full breakdown on the link below.
https://duneasset.com/articles-the-venezuela-oil-deal/

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SpaceX has now priced and launched its IPO, turning what was a headline-driven pipeline into a live market event.With Op...
16/06/2026

SpaceX has now priced and launched its IPO, turning what was a headline-driven pipeline into a live market event.

With OpenAI and Anthropic also moving toward public listings, this feels less like a standard IPO cycle and more like a test of how much appetite investors still have for mega-cap private names, AI, and frontier tech.

For market watchers, the key takeaway is that even if you are not participating in these deals, the message matters.

Strong demand could keep the IPO window open wider for longer, while a cooler reception may quickly remind the market that even blockbuster names are not immune to sentiment.

Read more here: https://tinyurl.com/4hn7apxp

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Nvidia’s earnings are no longer just a tech story; they are a market event.In a cycle increasingly defined by AI, one co...
22/05/2026

Nvidia’s earnings are no longer just a tech story; they are a market event.

In a cycle increasingly defined by AI, one company has become the clearest signal of whether the narrative is accelerating or starting to crack. Its results shape not just semiconductor sentiment, but the direction of indices, positioning, and risk appetite more broadly.

When Nvidia reports, it is not just about what the company delivers. It is about what the market believes comes next.

Read more on why one earnings release now carries outsized influence across global equities:

https://duneasset.com/2026/05/21/articles-earnings-season-redefined-by-nvidia/

Labour Day celebrates the struggles and triumphs of the people who built the economy of our island nation, from its ince...
01/05/2026

Labour Day celebrates the struggles and triumphs of the people who built the economy of our island nation, from its inception till today. Dune wishes all a restful and reflective Labour Day.

Q1 2026 called. It wants an apology from everyone who said this year would be "less eventful."Oil above $100, tariffs st...
28/04/2026

Q1 2026 called. It wants an apology from everyone who said this year would be "less eventful."

Oil above $100, tariffs struck down by the Supreme Court, and a Fed that can't decide whether to cut or hold; it's been quite the ride. Our quarter-close breakdown is live. Worth a read before Q2 throws its own curveballs.

https://tinyurl.com/444kr486

A day of humility and thanksgiving, followed by a celebration of hope, forgiveness and of spring. Dune Asset Management ...
03/04/2026

A day of humility and thanksgiving, followed by a celebration of hope, forgiveness and of spring. Dune Asset Management wishes all who celebrate an Easter Sunday spent in community and with the ones you love.

When global tensions rise, the old playbook says to sell everything. But the current landscape suggests a much more nuan...
09/03/2026

When global tensions rise, the old playbook says to sell everything. But the current landscape suggests a much more nuanced reality.

We are seeing a sharp divergence in the markets. One where disruption for one sector becomes a strategic tailwind for another. As critical trade routes face uncertainty, the gap between immediate beneficiaries and vulnerable consumer sectors is widening.

Is this a short-term thematic shift, or the beginning of a broader structural repositioning?

Read more on how today's winners are navigating the macro, and why "uniform panic" is a thing of the past. https://tinyurl.com/bde4yav6

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While the headlines fixate on the initial rate cut, the true variable for long-term asset allocation is the path that fo...
25/02/2026

While the headlines fixate on the initial rate cut, the true variable for long-term asset allocation is the path that follows and the credibility of those charting it.

Our latest piece explores the critical role of Federal Reserve leadership in shaping market expectations. We examine why the person guiding the ship is ultimately more important for your portfolio than the timing of a single policy move.

Read more here: https://tinyurl.com/4jf53nzt

The arrival of the Year of the Horse marks a time of renewal and progress. We extend our warmest wishes for health, harm...
15/02/2026

The arrival of the Year of the Horse marks a time of renewal and progress. We extend our warmest wishes for health, harmony, and continued success in the year ahead.

With that in mind, our offices will be closed from 16th to 20th February 2026 for the Lunar New Year holidays and will reopen on the 23th February 2026.

Wishing you a prosperous Lunar New Year. 🧧

Address

9 Temasek Boulevard Suntec Tower Two #27-01A
Singapore
038989

Opening Hours

Monday 09:30 - 18:00
Tuesday 09:30 - 18:00
Wednesday 09:30 - 18:00
Thursday 09:30 - 18:00
Friday 09:30 - 18:00

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