This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the recent RBA decision to yet again leave rates as they are. Have they made the right call? Should they have made a change? The RBA's Conundrum Guy Carson Earlier this...
Market Insight
Australian vs. Global banks – Which should I own?
Robert Swift and Roger McIntosh compare local and international banks. Does it make sense to own the behemoths that dominate the Australian market? Are you unknowingly doubling down on exposure to the Australian property market? Australian vs. Global banks – Which...
Why do you need equity income?
Scott Maddock reviews the current interest rate environment and the outlook for rates. Given the view that rates will increase but that they will do so at a slower rate than most expect, Scott discusses three portfolio holdings that he believes will continue to...
High Quality – A Shopping List
We take a look at the "shopping list" of qualities our small cap team look for in making an investment. They run through each and provide a stock example to illustrate their point. High Quality - A Shopping List Summary: Within our team we are focused upon investing...
Investment Thematic: Robots, Demography, and ‘virtual world’ for seniors
This week Robert Swift takes a look at an investment thematic - Japan and robotics. What does this mean going forward? Where do the opportunities lie? Investment Thematic: Robots, Demography, and 'virtual world' for seniors Robert Swift This piece is on Japan. It...
Buffett’s Bet
I recently attended a presentation by one of our investment managers to a group of self-directed investors and, as you would expect, the usual question was posed by the audience: “Warren Buffett says you should invest in passive index driven strategies and not with...
Asset Allocation: Momentum – Where should your assets be allocated?
This week Robert Swift takes a look at momentum and what it is telling us about asset allocation. Where should you deploy your capital and how? Will this achieve optimum results in the current economic climate. Asset Allocation: Momentum: Where should your assets be...
Gauging Market Expectations
The managers of the TAMIM Australian Equity Small Cap Individually Managed Account (IMA), take a look at the importance of understanding the psychology of other players in the market and reveal where they look to gauge what others are thinking and how this informs...
Reporting Season Analysis: Telstra & Brambles
Reporting Season is drawing to a close with just one week remaining. With this in mind, we thought it would be appropriate to provide an analysis of two of the bigger names to report so far. Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA,...
2017 Outlook – Trump so far and is 2017 going to be nasty?
Robert Swift has penned his thoughts on the outlook for Europe and the US in 2017. The most important conclusion we can draw is that equity markets as a whole may struggle however individual sectors and more specific stocks should do well. 2017 Outlook - Trump so far...
Australian Outlook 2017: Beware the two speed economy
Guy Carson presents his outlook for the 2017 year. WA and Queensland are potential economic problem areas which could have an impact on your banking investments, read on to find out the sector and investments that we believe you need to be focusing on in 2017....
2017 Outlook: Value Well Placed to Shine
The team at DMX, managers of the TAMIM Australian Equity Small Cap IMA, take a look forward to 2017. 2017 Outlook: Value well placed to shine Summary: As passionate value investors we believe buying under-valued and largely unknown smaller companies is a sensible...