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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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One of the biggest advantages of investing part of your portfolio in the global equity markets is the ability to gain exposure to industries and specialty companies that are not as prominent in Australia. This includes the likes of luxury brands in Europe (e.g., LVMH,... The age-old investing wisdom was always to maintain a portfolio consisting of 60% equities and 40% bonds (commonly referred to as the “60/40 portfolio”). Bonds have been out of favour since the Global Financial Crisis though, as TINA (“there is no alternative”) took... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and... Growth Investing: Is now the time to be a contrarian? 23/3/2023 Not everyone is cut out for contrarian investing. Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going... One of the advantages of investing in smaller companies is that their share prices typically move less in line with the overall share market (i.e. they are less correlated). Instead, their performance is more driven by the individual company’s operations. Smaller... A fictitious memo on SVB from the Fed - Wishful Thinking 16/3/2023 In light of the forced closure of Silicon Valley Bank (SVB) by the California Department of Financial Protection and Innovation, I thought I would respond to your memo dated March 2021 referenced here.... Three Strong Results for These ASX Small Caps 4/9/2023 In what has been a mixed earnings season these three ASX small caps have stood out over the last week showing strong results and resilience in a challenging market. Aussie Broadband Aussie Broadband... While the S&P/ASX 200 is only around 3.5% shy of its all-time high back in August 2021, the last 18 months have been a bumpy ride for most investors. The effects of tighter monetary policy (including a 10th consecutive interest rate rise by the RBA), waning of the... While the past year has seen stock price corrections across the electric vehicle (EV) sector, 2023 looks to be a transition year for the underlying businesses themselves. EVs are going mainstream as manufacturers across the globe are ramping up production. For the...
Why Not Go Global? These 2 Stocks Offer Value Right Now
Is Now Finally the Time to Buy Bonds?
The World Doesn’t Often End
Growth Investing: Is now the time to be a contrarian?
Earnings Report Card: ABB & DGL
A fictitious memo on SVB from the Fed – Wishful Thinking
Three Strong Results for These ASX Small Caps
Which Quality Stocks Can Survive a Downturn?
Beaten Down Global Stocks: Investing In Electric Vehicles
One of the biggest advantages of investing part of your portfolio in the global equity markets is the ability to gain exposure to industries and specialty companies that are not as prominent in Australia. This includes the likes of luxury brands in Europe (e.g., LVMH,... The age-old investing wisdom was always to maintain a portfolio consisting of 60% equities and 40% bonds (commonly referred to as the “60/40 portfolio”). Bonds have been out of favour since the Global Financial Crisis though, as TINA (“there is no alternative”) took... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and... Growth Investing: Is now the time to be a contrarian? 23/3/2023 Not everyone is cut out for contrarian investing. Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going... One of the advantages of investing in smaller companies is that their share prices typically move less in line with the overall share market (i.e. they are less correlated). Instead, their performance is more driven by the individual company’s operations. Smaller... A fictitious memo on SVB from the Fed - Wishful Thinking 16/3/2023 In light of the forced closure of Silicon Valley Bank (SVB) by the California Department of Financial Protection and Innovation, I thought I would respond to your memo dated March 2021 referenced here.... Three Strong Results for These ASX Small Caps 4/9/2023 In what has been a mixed earnings season these three ASX small caps have stood out over the last week showing strong results and resilience in a challenging market. Aussie Broadband Aussie Broadband... While the S&P/ASX 200 is only around 3.5% shy of its all-time high back in August 2021, the last 18 months have been a bumpy ride for most investors. The effects of tighter monetary policy (including a 10th consecutive interest rate rise by the RBA), waning of the... While the past year has seen stock price corrections across the electric vehicle (EV) sector, 2023 looks to be a transition year for the underlying businesses themselves. EVs are going mainstream as manufacturers across the globe are ramping up production. For the...
Why Not Go Global? These 2 Stocks Offer Value Right Now
Is Now Finally the Time to Buy Bonds?
The World Doesn’t Often End
Growth Investing: Is now the time to be a contrarian?
Earnings Report Card: ABB & DGL
A fictitious memo on SVB from the Fed – Wishful Thinking
Three Strong Results for These ASX Small Caps
Which Quality Stocks Can Survive a Downturn?
Beaten Down Global Stocks: Investing In Electric Vehicles
This week Robert Swift examines one of the more costly mistakes of the TAMIM Global Equity High Conviction portfolio so far this year. We still believe the investment thesis for Macy's to hold but this experience underlines the significance of timing on short-term... Robert Swift provides an update on his stance on asset allocation having just ticked over into the new financial year. An update from our asset allocation models. One of the most important decisions is how to allocate your money across different asset classes –... Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies. How much risk is there in my passive strategy? Robert Swift Investment strategies, where investors simply invest in a fund that tracks a... This week Guy Carson provides his take on the active vs. passive management debate. Should it even be a debate? A Broken Index: Why investors should seek true active management in Australia Guy Carson Recently Warren Buffett made headlines across the globe by... This week we take a look at the peer-to-peer lending space. In a time when term deposit rates are negligible, is it time to look at alternatives for your income? How can you achieve the income you want while minimising the inevitable increase in risk associated with... This article by Guy Carson was originally published in the Weekend Wealth section of The Australian under the title "Time to plan for recession as household debt crimps spending" Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing... This week Robert Swift takes a look at how growth and value strategies have performed historically and how he sees them performing going forward. There is no “right way” to invest. Many approaches can work and many styles or philosophies (growth, small cap, value,... Guy Carson takes a look at the three major players in the Australian insurance space. How do they work and is there value to found in QBE, IAG and Suncorp? Australian Insurance: Is there quality and value? Guy Carson The Australian General Insurance landscape is... This week we bring to you yet another piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. Given Guy Carson's recent commentary surrounding housing and building approvals we thought it was an important read. This article was...
Being early is the same as being wrong… or is it?
New financial year – Asset allocation update
How much risk is there in my passive strategy?
A Broken Index: Why investors should seek true active management in Australia
35 Years of Australian Interest Rates – Where has it left us?
Time to plan for a recession? How to position for it?
Value – Time to shine on the global stage!
Australian Insurance: Is there quality and value?
Australia’s Housing Revolution Continues… But for how much longer?
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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.