Robert Swift highlights TAMIM's investment approach, focusing on a diversified portfolio of 95-120 global companies that capitalise on emerging trends. He discusses the need for Australian companies to shift focus from high dividend payouts to reinvesting in growth....
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,...
Is China’s market poised for a breakthrough? Robert Swift explores the potential value hidden in its stagnant stock index, pointing to growth potential with government stimulus. He highlights opportunities in retail-driven sectors, safer indirect investments like...
How will U.S. government shifts reshape markets? Robert Swift examines the potential impact of “Turbo Trump” versus “Tamed Trump,” exploring tariffs as investment tools, tax cuts, energy policy changes, and their influence on inflation and corporate strategies....
