The Wall Street Journal recently published a personal finance column entitled “America’s Retirees Are Investing More Like 30-Year-Olds'' that showed a marked change in the investment preferences of older Americans. In particular, it showed a strong trend...
For the best part of 2022 investors could have been forgiven for thinking technology stocks only went down. From a previous sea of red, some green shoots have begun to emerge in technology stocks marking a notably positive beginning to 2023. Several factors...
GhatGPT has set the online world alight and sparked debate over the future of almost everything. We look at a monumental battle between two behemoths of the tech industry... The launch of ChatGPT has set the online world alight, amassing more than a million...
This week we will be writing about a small cap education stock that has undergone a huge structural change as a result of a major partnership that is transformative to the business. We believe the market isn’t giving due credit for the magnitude of this partnership...
Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this...
The TAMIM Australian Equity All Cap Value IMA is significantly overweight tech stocks compared to the ASX as a whole. This week Guy Carson, manager of the strategy, takes a look at finding value and quality in the software space without having to go to Silicon Valley....
