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Stay Informed with TAMIM Market and Stock Insights
At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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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 users... Optimism is Simple, Not Easy 4/5/2023 Following a promising beginning to 2023, it seems that gloomier news headlines have resurfaced, vying for your attention... As of writing, the ASX200 has pulled back just over 2% in less than 24 hours, Oil prices have retreated... Riding the Waves of a Recession: What You Need to Know to Weather the Storm 20/4/2023 There’s been a lot of coverage in both the financial and mainstream media about the possibility of a recession later in 2023 and into 2024. Interest rates have been rising (at the... Is this ASX Small Cap Set For A Bidding War? 3/10/2023 Another week, another takeover offer. This time around it’s Symbio (ASX: SYM) which we first wrote about as a potential takeover target back in July. Sure enough, an initial offer arrived from Superloop... Electrical products distributor and services provider, IPD Group Ltd (ASX: IPG) was listed in December 2021 and is an ASX rarity: the company has seen sustained share price growth since its IPO despite the market turmoil of 2022, especially in small caps. Last week... Private Market Value and Corporate Takeovers 5/10/2023 Australian investors are heavily focused on dividends (to the point of being obsessed). This is understandable. The dividend imputation system in Australia ensures that investors receive preferential tax... According to the International Energy Agency (IEA), electric vehicles (EVs) account for only 9% of new cars sold today. This is expected to rise dramatically over the coming years, with a fleet of over 300 million anticipated by 2030, totalling 60% of new car sales.... Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast 6/4/2023 We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask... Investing in small-cap stocks can be a rollercoaster ride. Aside from their ability to generate outsized returns, Micro and small caps tend to be more volatile, experience larger downturns, and have lower liquidity than their larger counterparts. And it is times like...
Battle of the Titans: Cloud and AI Edition
Optimism is Simple, Not Easy
Riding the Waves of a Recession: What You Need to Know to Weather the Storm
Is this ASX Small Cap Set For A Bidding War?
A Small Cap With Big Potential: IPD Group
Private Market Value and Corporate Takeovers
Investing in the Picks & Shovels of the Future
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast
ASX Small Caps: 3 Reasons To Not Lose Your Nerve
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 users... Optimism is Simple, Not Easy 4/5/2023 Following a promising beginning to 2023, it seems that gloomier news headlines have resurfaced, vying for your attention... As of writing, the ASX200 has pulled back just over 2% in less than 24 hours, Oil prices have retreated... Riding the Waves of a Recession: What You Need to Know to Weather the Storm 20/4/2023 There’s been a lot of coverage in both the financial and mainstream media about the possibility of a recession later in 2023 and into 2024. Interest rates have been rising (at the... Is this ASX Small Cap Set For A Bidding War? 3/10/2023 Another week, another takeover offer. This time around it’s Symbio (ASX: SYM) which we first wrote about as a potential takeover target back in July. Sure enough, an initial offer arrived from Superloop... Electrical products distributor and services provider, IPD Group Ltd (ASX: IPG) was listed in December 2021 and is an ASX rarity: the company has seen sustained share price growth since its IPO despite the market turmoil of 2022, especially in small caps. Last week... Private Market Value and Corporate Takeovers 5/10/2023 Australian investors are heavily focused on dividends (to the point of being obsessed). This is understandable. The dividend imputation system in Australia ensures that investors receive preferential tax... According to the International Energy Agency (IEA), electric vehicles (EVs) account for only 9% of new cars sold today. This is expected to rise dramatically over the coming years, with a fleet of over 300 million anticipated by 2030, totalling 60% of new car sales.... Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast 6/4/2023 We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask... Investing in small-cap stocks can be a rollercoaster ride. Aside from their ability to generate outsized returns, Micro and small caps tend to be more volatile, experience larger downturns, and have lower liquidity than their larger counterparts. And it is times like...
Battle of the Titans: Cloud and AI Edition
Optimism is Simple, Not Easy
Riding the Waves of a Recession: What You Need to Know to Weather the Storm
Is this ASX Small Cap Set For A Bidding War?
A Small Cap With Big Potential: IPD Group
Private Market Value and Corporate Takeovers
Investing in the Picks & Shovels of the Future
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast
ASX Small Caps: 3 Reasons To Not Lose Your Nerve
This week we present an article by friend of TAMIM Sam Ferraro as he examines the subdued volatility the Australian market has been experiencing. Market volatility conditions have remained subdued for some time. Daily return volatility of the Australian dollar Trade... Adrian Lemme, analyst with the TAMIM Australian Equity Income portfolio, takes a look at the impending arrival of Amazon and the impact it should have on the Aussie landscape. Amazon Not Introducing Internet to Australia TAMIM Australian Equity Income - Merlon Capital... Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here. Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of... This week we take a look at the Brisbane property market. Is there an opportunity to be had or should we continue to flee the sinking ship? With the Australian cash rate at a record low, over the last 8 years we have seen a boom in property prices across the East... This week the small cap team take a look at the importance of a good management team when investing in a company. They take the time to spell out exactly what they look for when considering management. Summary: In our experience management quality is arguably the... Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago. Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and... Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually... Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due... This week Robert Swift takes a look at the currency debate that has been raging recently. Robert takes a look at what has happened so far and how he expects equities to react accordingly. Is it time to increase or decrease your weighting towards international...
Evidente – Subdued volatility conditions belie tail risks
Amazon Not Introducing Internet to Australia
Australia: The land of the rolling Boom
Brisbane Property – a damsel in distress or a diamond in the rough?
What we look for in a management team
Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and why should I care?
So you’ve sold Telstra… Now what?
Five need to know factors for a successful retail property deal
The Aussie Dollar: An opportunity or an obituary?
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About TAMIM Asset Management
TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.