With apologies to Canned Heat and Jack Kerouac, Robert Swift has penned some of his observations from being on the ground in Europe and Hong Kong recently and how these have influenced his thinking when it comes to investing. This week we finish up with Hong Kong.
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With apologies to Canned Heat and Jack Kerouac, Robert Swift has penned some of his observations from his recent travels through Europe and how these have influenced his thinking when it comes to investing. This week we move to Germany and the EU.
With apologies to Canned Heat and Jack Kerouac, Robert Swift has penned some of his observations from being on the ground in Europe recently and how these have influenced his thinking when it comes to investing. This week we start with the UK.
Investing can be very difficult yet highly rewarding pass time. At TAMIM we work with highly skilled investment managers on a daily basis and we thought it would be interesting to understand their views on investing. We have posted their top tips for investing below.
Robert Swift, Head of Global Equities at TAMIM and CIO of API Capital, takes a look forward at the year ahead. What can we expect to see? What would we like to see? How should we position ourselves?
Robert Swift, CIO of API Capital and portfolio manager of the Global High Conviction strategy, takes a brief look at what occurred in global markets through October and how it has affected the Tamim Global Equity High Conviction IMA
Robert Swift, of API Capital and the TAMIM Asia Small Companies strategy, tackles confirmation bias in an examination of the China-USA trade war situation.
Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes the time to answer one of the key questions around this newly launched strategy, Trump's trade war.
Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes the time to answer one of the key questions around this newly launched strategy, the risks often associated with Emerging Market currencies.
Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes the time to answer a few of the key questions around this newly launched strategy.
Robert Swift revisits the Emerging Markets conversation in light of recent foreign exchange developments.
Robert Swift and the global equity team take a quick look at the USA China Trade War while also presenting the opinion of an associate of theirs, Stewart Paterson.
Robert Swift looks at the lack of diversification in not only the Australian market but also emerging markets. He presents an often misunderstood and underutilised alternative.
This week Robert Swift gets down and technical and takes a look ESG Compliance in the wake of the ongoing Hayne Royal Commission.
This week Robert Swift takes a look at the opportunity that lies in small cap companies, but not in Australia and not by the Australian definition of "small cap".
This week TAMIM and Robert Swift delve into Bitcoin, blockchain and cryptocurrencies. This article should viewed as a excellent source document for those seeking detail and understanding on cryptocurrencies and blockchain.
This week Robert Swift takes a look at a portfolio holding which has gone from under-performer to outperformer. He digs into the importance of conducting proper analysis and, if nothing changes, having faith in it to work in the long term.
This week Robert Swift returns to one of his favourite subjects of the past year, a particularly relevant subject in the current global economic environment.
The Chief Investment Officer for the TAMIM Global Equity High Conviction Individually Managed Account, Robert Swift looks forward at what to expect from global equity markets in the 2018 year and describes how he has positioned his portfolio accordingly.
This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into a market of misunderstood problems and opportunities.
This week Robert Swift takes a look at the Chinese property market and the effect it will have on Australia and the World.
This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis.
Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago.
Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually got out of hand with crazy valuations, and a subsequent bursting of the bubble, there was clear logic to the excitement it generated. Much of the infrastructure we use today, and some of the companies we know today, were built and cut their teeth, during the TMT bubble and subsequent burst.
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.
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