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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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each... 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.... The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims... The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both... 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... Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and...
Magnificent Seven in Review: How Alphabet, Meta, and Tesla Stole the Show in Q3 Earnings
BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?
Will the RBA’s Surcharge Ban Shake Up ASX Payment Sector Stocks?
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
Meeting the Challenges of Urban Growth and AI Demands
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Three ASX Stocks Primed for Strong FY25 Performance
The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each... 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.... The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims... The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both... 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... Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and...
Magnificent Seven in Review: How Alphabet, Meta, and Tesla Stole the Show in Q3 Earnings
BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?
Will the RBA’s Surcharge Ban Shake Up ASX Payment Sector Stocks?
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
Meeting the Challenges of Urban Growth and AI Demands
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Three ASX Stocks Primed for Strong FY25 Performance
Is the Fair Work Legislation fair? 30/11/2022 Maybe, but one thing is for sure, it is likely to be expensive as well. This week we look at the 'Fair Work Legislation Amendment (Secure Jobs, Better Pay) Bill 2022, a Bill that once passed, will represent one of the most... China's COVID policy: What does this mean for markets? 24/11/2022 This week we look at China and try to grapple with the zero Covid policy and what that means for markets. A story that remains especially important as China is central to our economic fortunes and the... Avoid These 5 Common Biases When Making Investment Decisions 23/11/2022 Human nature is an intangible force that every investor is affected by. We identify 5 common biases among investors and how best to navigate them when making investment decisions... Compounding... Government backs Australia's opportunity of the century 30/11/2022 "Critical minerals could be the opportunity of the century. This is a generational opportunity that we cannot miss or mishandle." says the Treasurer of Australia, Jim Chalmers, urging the importance of... The Growing Sector of Focus: Energy 17/11/2022 Looking for returns in current market conditions? The market has delivered some underwhelming returns so far this year, but for one corner of the market, 2022 has been outstanding... Anyone that’s opened a power bill... Learn the Tricky Things About Big Stock Returns 9/11/2022 The fascinating story of Bill Miller and the lessons learned that every investor should be aware of... A Story with Hidden Meaning Bill Miller has a fund manager status equivalent to being a rock star.... Midterm Elections: Lame Duck or Gridlock? 9/11/2022 Trying to make sense of midterms? Elections can be confusing, however we clearly run through the forces play and what potential outcomes the 2022 midterm results could bring us... This week we head stateside to look... This week we review the recent influx of economic news and the implications for future monetary policy by the RBA. Last week’s release of the June Consumer Price Index (CPI) told the market what it already knew: everything is more expensive. Headline inflation came... This week we take a look at central bank guidance. What does it actually mean and what's the point? What is it good for? Those of you of a certain age will know the next line from Edwin Starr’s 1970 hit song is “absolutely nothing!” He was talking about something...
Is the Fair Work Legislation fair?
China’s COVID policy: What does this mean for markets?
Avoid These 5 Common Biases When Making Investment Decisions
Government backs Australia’s opportunity of the century
The Growing Sector of Focus: Energy
Learn the Tricky Things About Big Stock Returns
Midterm Elections: Lame Duck or Gridlock?
Will the RBA slow interest rate rises?
Central Bank Forward Guidance | What is it good for?
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Stay Informed with TAMIM Market and Stock Insights
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FAQs
What kind of stock and market insights does the TAMIM Asset Management website offer?
TAMIM offers various resources, including Stock Stories, Market Insights and economic analysis. We provide specialised coverage of the ASX Reporting Season alongside a curated Weekly Reading List. This ensures access to the deep stock market insights in Australia required to build a robust investment portfolio.
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We publish our Weekly Reading List every week to summarise global and local events. Additional market commentary on Australian equities is released as conditions shift or when our analysts identify significant opportunities within specific sectors.
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Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
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We cover macroeconomic trends, sector-specific analysis and behavioural finance. Our experts examine everything from interest rates to fintech innovations. This comprehensive approach to market insights for investment in Australia helps you understand the drivers behind market fluctuations.
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All content is general information and not personalised financial advice. It is prepared without considering your personal objectives, financial situation or needs. We strongly recommend that you consult with a qualified financial adviser before making any investment decisions based on the information provided.
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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.