Resources

Trump’s Re-Election Winners: Key Shares to Watch

Trump’s Re-Election Winners: Key Shares to Watch

28 Nov 2024Resources, Stock Insight, Technology

In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its...

BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?

BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?

31 Oct 2024Market Insight, Resources

The recent 16th BRICS Summit in Kazan, Russia, was a mix of strategic ambition and political posturing. Officially themed “Strengthening Multilateralism for Fair Global Development and Security,” the summit aimed to promote intra-bloc trade and security cooperation....

Meeting the Challenges of Urban Growth and AI Demands

Meeting the Challenges of Urban Growth and AI Demands

17 Oct 2024Resources, Stock Insight, Technology

As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in...

Renewed Investor Enthusiasm: Lithium

Renewed Investor Enthusiasm: Lithium

18 May 2023Resources, Stock Insight

With the world's growing reliance on alternative energy sources, the investment landscape is increasingly fixated on lithium. Lithium is integral to the batteries powering electric vehicles and much more. After steep declines in lithium prices to start the year,...

Year in Review: 2022

Year in Review: 2022

22 Dec 2022Economy, Market Insight, Resources

Year in Review: 2022 22/12/2022 With our final newsletter of the year, we wanted to recap the major events that moved markets and highlight some investor takeaways. Upon reflection, 2022 was a year of inflection. Australia emerged from two years of intermittent...

Talking Top Twenty: BHP (BHP.ASX) & Fortescue (FMG.ASX)

Talking Top Twenty: BHP (BHP.ASX) & Fortescue (FMG.ASX)

12 Apr 2022Resources, Stock Insight

This week we continue our run through the Top Twenty by looking at the miners, beginning with BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX).  Talking Top Twenty: Commonwealth Bank (CBA.ASX) & Westpac (WBC.ASX) ​Talking Top Twenty: National Australia...

The Forgotten Metal: Two Stocks to Watch

The Forgotten Metal: Two Stocks to Watch

12 Apr 2022Resources, Stock Insight

This week we will be writing about an underappreciated metal that is crucial to the energy revolution and shift to electrification. Regardless of your position on the timeframe, just about anyone could tell you that electric vehicles are the way of the future. The...

Commodities: An Abundance of Policy Missteps

17 Mar 2022Market Insight, Resources

This week we would like to look at the commodities market. This is a fascinating topic in a world coming out of a global pandemic, in the midst of a “Green Transition” and tackling exacerbated income inequalities. Toss into this mix the context of Russian sanctions....

Inflation: An Oily Issue

Inflation: An Oily Issue

9 Mar 2022Market Insight, Resources

This week we continue with our examination of the news flow that has been rocking markets. We find it interesting that the headlines have inextricably linked the latest burst in inflation and energy prices squarely with the Russia-Ukraine escalation story. However,...

3 Aussie Lithium Stocks To Watch

3 Aussie Lithium Stocks To Watch

21 Oct 2021Resources, Stock Insight

A few weeks ago we covered a key holding in the TAMIM Global Mobility portfolio, a fully integrated lithium company called Albemarle (ALB.NYSE) that is poised to benefit from increased production of electric vehicles. This week we revisit lithium and take a look at...

This Rare Earths Company is a Rare Opportunity

This Rare Earths Company is a Rare Opportunity

5 Oct 2021Resources, Stock Insight

This week we are tackling the subject of rare earths, their applications for electric vehicles and how TAMIM’s Global Mobility strategy aims to benefit. The rare earth elements are composed of a group of seventeen metals that are each just as hard to pronounce as the...

Is This Stock a Surefire Winner of the Electric Vehicle Revolution?

Is This Stock a Surefire Winner of the Electric Vehicle Revolution?

7 Sep 2021Resources, Stock Insight

This week we will be talking about one of our three pillars and a key theme in our Global Mobility portfolio; the pillar centred around electrification of vehicles and a stock we believe is well-positioned to capitalise on the significant increase in lithium demand. ...

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