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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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Earnings season is well and truly underway with a number of companies in the TAMIM portfolio reporting last week. Two stand out and high conviction holdings that reported were Bravura Solutions Limited (ASX: BVS) and Viva Leisure (ASX: VVA). Coincidently we recently... In the world of investing, the difference between success and mediocrity often boils down to how deeply one thinks about opportunities and risks. Howard Marks, co-founder of Oaktree Capital Management, is renowned for his deep insights into market behavior, and one of... In an era marked by escalating geopolitical tensions and rapid technological advancements, certain companies have gained prominence due to their strategic importance and innovative capabilities. The ongoing conflicts in regions like Eastern Europe and the Middle East... Insurance might not be the most exciting sector, but for certain investors, boring is beautiful. The consistent cash flow, disciplined risk management, and long-term stability that well-run insurance companies provide are exactly what make them attractive in any... As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the... The market continues to present opportunities for the strategic investor ahead of the upcoming earnings season. Amidst recent volatility, the small-cap space remains a fertile ground for potential, as demonstrated by the latest developments in the TAMIM Australian... Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,... Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy... As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of...
Earnings Highlights: Bravura’s Turnaround, Viva Leisure’s Strategic Appeal, GQG continues to grow
The Power of Second-Level Thinking: Beyond the Obvious in Investing
Defence Alliance: The Future of AI-Driven Security
The Kiwi Insurer Towering Above the Competition
Riding the AI Waves: A New Era for Tech, Energy and Money
Ron Shamgar’s Small-Cap Summary
Don’t Lose Gains: The Illusion of Pessimism
Changing the Game: AI Innovations in Media on the ASX
Understanding the Latest CPI Data: Is Inflation Moderating?
Earnings season is well and truly underway with a number of companies in the TAMIM portfolio reporting last week. Two stand out and high conviction holdings that reported were Bravura Solutions Limited (ASX: BVS) and Viva Leisure (ASX: VVA). Coincidently we recently... In the world of investing, the difference between success and mediocrity often boils down to how deeply one thinks about opportunities and risks. Howard Marks, co-founder of Oaktree Capital Management, is renowned for his deep insights into market behavior, and one of... In an era marked by escalating geopolitical tensions and rapid technological advancements, certain companies have gained prominence due to their strategic importance and innovative capabilities. The ongoing conflicts in regions like Eastern Europe and the Middle East... Insurance might not be the most exciting sector, but for certain investors, boring is beautiful. The consistent cash flow, disciplined risk management, and long-term stability that well-run insurance companies provide are exactly what make them attractive in any... As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the... The market continues to present opportunities for the strategic investor ahead of the upcoming earnings season. Amidst recent volatility, the small-cap space remains a fertile ground for potential, as demonstrated by the latest developments in the TAMIM Australian... Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,... Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy... As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of...
Earnings Highlights: Bravura’s Turnaround, Viva Leisure’s Strategic Appeal, GQG continues to grow
The Power of Second-Level Thinking: Beyond the Obvious in Investing
Defence Alliance: The Future of AI-Driven Security
The Kiwi Insurer Towering Above the Competition
Riding the AI Waves: A New Era for Tech, Energy and Money
Ron Shamgar’s Small-Cap Summary
Don’t Lose Gains: The Illusion of Pessimism
Changing the Game: AI Innovations in Media on the ASX
Understanding the Latest CPI Data: Is Inflation Moderating?
This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... One of the greatest privileges of being in this business is the ability to talk to other investors on a daily basis and understand the pulse of the market. Right now the pulse seems to be confusion, not necessarily fear. Confusion breeds uncertainty which can paralyze... Robert Swift takes some time to look at portfolio allocation in the context of the current global climate; now focussing on investing in the 'needs' and not 'wants'. Most risk assets have had a decent fall this year. Long overdue and somewhat predictable perhaps but,... This week we would like to look at the commodities market. This is a fascinating topic in a world coming out of a global pandemic, in the midst of a “Green Transition” and tackling exacerbated income inequalities. Toss into this mix the context of Russian sanctions.... This week we continue with our examination of the news flow that has been rocking markets. We find it interesting that the headlines have inextricably linked the latest burst in inflation and energy prices squarely with the Russia-Ukraine escalation story. However,... This week we revisit the topic of Russia and the escalation in sanctions by the West. In particular we want to talk about the oft heard about but little known SWIFT system through which some of these sanctions are being imposed, the implications for broader markets... This week we would like to offer our thoughts on certain megathemes that are impacting investment markets. Firstly, credit where it is due, this is a topic inspired by an oped in the AFR by James Thomson who summarises what he sees the recent bid by Cannon-Brookes for... This week we again look to the headlines and look at an issue that has been front and centre for the markets, that of the Ukraine situation (perhaps a reprieve from the endless monetary policy commentary). Firstly, we begin with a rather macabre fact about the... Growing up it was ingrained that two topics are rather taboo to discuss at the dinner table; the first being politics and the second money. So, with the hope that you’re not having dinner as you read, this week we discuss the former while touching on the latter....
Election 2022: Much Ado About Nothing For The Investor?
Investing in Uncertain Times: Keep It Simple
Needs Not Wants?
Commodities: An Abundance of Policy Missteps
Inflation: An Oily Issue
SWIFT Retribution: Russian Sanctions & What It Means
4 Investing Megathemes Worth Watching
Ukraine: Oversimplifying a Complex Situation & What It Means For Markets
Politics, Trust and Investing: Our Greatest Risk?
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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.