17 Feb 2025Energy, Global Equities, Webinar Snippets
How can the U.S. reinvigorate private investment and stabilise the green transition? Robert Swift stresses the need to boost domestic investment while balancing renewables with fossil fuels to ensure economic stability. With rising demand for commodities like copper...
17 Feb 2025Energy, Global Equities, Webinar Snippets
Is U.S. grid modernisation the next big investment opportunity? Robert Swift highlights the rising demand from data centers and renewables, pointing to companies like Emcor, Quanta, and Hitachi as key beneficiaries. He also underscores nuclear energy’s growing role,...
19 Dec 2024Energy, Market Insight
Robert Swift, Portfolio Manager of TAMIM Asset Management’s Global High Convictions Portfolio, dives into the contentious global discourse on nuclear power. With the stakes higher than ever due to growing energy demands, environmental challenges, and geopolitical...
24 Oct 2024Energy, Stock Insight, Technology
The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions...
8 Aug 2024Energy, Market Insight, Technology
As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the...
23 Apr 2024Energy, Market Insight
As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in...
16 Nov 2022Energy, Market Insight
The Growing Sector of Focus: Energy 17/11/2022 Looking for returns in current market conditions? The market has delivered some underwhelming returns so far this year, but for one corner of the market, 2022 has been outstanding... Anyone that’s opened a power bill...
23 Mar 2022Energy, Stock Insight
This week we look at a contracting company that provides infrastructure services to the energy industry. The company should also be well positioned to benefit from the shift toward clean energy. Contracting companies typically trade at low multiples due to their low...
27 Oct 2021Energy, Market Insight
Last week we looked at energy markets and made the case that the recent price action was a result of broader policy failures in speeding up the transition towards a net-zero world. This week we look at the green energy market to understand the incentives,...
21 Oct 2021Energy, Market Insight
This week we take a dive into energy markets, in particular the likely medium to long term outlook for the sector. We have previously written on the potential dislocations both in uranium spot prices (which we wrote off last year) and the potential upward trajectory...
3 Aug 2021Energy, Stock Insight
This week we start a new series. One focusing on something many Australian investors place great value in: dividend yield. To start off we look at Origin (ORG.ASX) and AGL Energy (AGL.ASX), both of which have proven to be rather painful experiences for the shareholder...
21 Aug 2020Energy, Stock Insight
Infrastructure companies are essential providers of facilities and structures for the effective operation of a business, state, or economy. They are indispensable to sustainable growth and enjoy stable demand, growing profitability and provide above average yields to...
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