Embracing Uncertainty with Smart Allocations Global energy markets today sit at the intersection of volatility, policy shifts, and long-term transformation. From the unpredictability of fossil fuel supply to the growing (but not unchallenged) role of renewables,...
Introduction: The Case for Real Assets in a Repricing World In the current investment environment, where rates remain elevated, growth forecasts are patchy, and risk sentiment oscillates week-to-week, there’s a growing argument for looking past the noise. At Tamim,...
Introduction: Investing in the Utilities of Tomorrow In the final instalment of our Small Cap Energy Transition Playbook, we explore a vital but often overlooked enabler of the global shift to clean energy: software for utilities. Following our reviews of Southern...
Powering the Global Shift to Renewables with Energy One In Part 2 of our Small Cap Energy Transition Playbook, we continue identifying ASX-listed companies providing the critical infrastructure and technologies supporting the move to a net-zero economy. Following our...
Investing in Australia's Energy Infrastructure Backbone In this three-part series, we outline the Tamim investment framework for identifying ASX-listed companies that provide the critical infrastructure, software, and services enabling the global energy transition....
There are decades when nothing happens, and then there are weeks when decades happen. For many readers, this rather neatly encapsulates recent market antics. With tariff policies still stuck in a revolving door and markets convulsing like a toddler denied ice cream,...
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...
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,...
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...
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...
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...
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...
