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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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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We attended the AIM AGM and Demo day last month and came away encouraged by the company’s prospects. The meeting provided a comprehensive update on AIM's strategic transformation into a global technology leader focused on AI-powered language services. At the core of... Robert Swift, Portfolio Manager of TAMIM Asset Management’s Global High Convictions Portfolio, dives into the contentious global discourse on nuclear power. With the stakes higher than ever due to growing energy demands, environmental challenges, and geopolitical... Ron Shamgar, TAMIM’s Australian Equities Portfolio Manager, continues his 2025 stock picks series with Gentrack (ASX: GTK) a standout performer in mission-critical software solutions for utilities and airports. With a business model built on recurring SaaS revenue and... Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and... The contentious proposal to tax unrealised capital gains on superannuation balances exceeding $3 million has been officially abandoned for this year, marking a significant development for SMSF trustees and the broader superannuation sector. The government’s Treasury... Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic... In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its... Investing as a "sophisticated investor" opens the door to unique opportunities and benefits, but it also comes with responsibilities and risks that are not often understood. At TAMIM Asset Management, we believe that informed decisions form the cornerstone of... In the final instalment of our series, we highlight Racing and Sports [(RAS Technology Holdings Ltd (ASX: RTH)], an ASX-listed company that is carving out a formidable presence in the racing and sports wagering sector. This article follows Parts 1 and 2, where we...
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 3
From Ideology to Opportunity: The Investment Case for Nuclear Power
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 2 Gentrack (ASX: GTK)
Global Tech Fund: 2025 Stock to Watch – NYSE: ATKR
Taxing Unrealised Gains: Update on Proposed Legislation and What It Means for SMSFs
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 1
Trump’s Re-Election Winners: Key Shares to Watch
The Sophisticated Investor Test: What It Is and Why It Matters
The Gambling Industry Part 3: Racing and Sports Positions for Growth and Success
We attended the AIM AGM and Demo day last month and came away encouraged by the company’s prospects. The meeting provided a comprehensive update on AIM's strategic transformation into a global technology leader focused on AI-powered language services. At the core of... Robert Swift, Portfolio Manager of TAMIM Asset Management’s Global High Convictions Portfolio, dives into the contentious global discourse on nuclear power. With the stakes higher than ever due to growing energy demands, environmental challenges, and geopolitical... Ron Shamgar, TAMIM’s Australian Equities Portfolio Manager, continues his 2025 stock picks series with Gentrack (ASX: GTK) a standout performer in mission-critical software solutions for utilities and airports. With a business model built on recurring SaaS revenue and... Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and... The contentious proposal to tax unrealised capital gains on superannuation balances exceeding $3 million has been officially abandoned for this year, marking a significant development for SMSF trustees and the broader superannuation sector. The government’s Treasury... Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic... In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its... Investing as a "sophisticated investor" opens the door to unique opportunities and benefits, but it also comes with responsibilities and risks that are not often understood. At TAMIM Asset Management, we believe that informed decisions form the cornerstone of... In the final instalment of our series, we highlight Racing and Sports [(RAS Technology Holdings Ltd (ASX: RTH)], an ASX-listed company that is carving out a formidable presence in the racing and sports wagering sector. This article follows Parts 1 and 2, where we...
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 3
From Ideology to Opportunity: The Investment Case for Nuclear Power
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 2 Gentrack (ASX: GTK)
Global Tech Fund: 2025 Stock to Watch – NYSE: ATKR
Taxing Unrealised Gains: Update on Proposed Legislation and What It Means for SMSFs
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 1
Trump’s Re-Election Winners: Key Shares to Watch
The Sophisticated Investor Test: What It Is and Why It Matters
The Gambling Industry Part 3: Racing and Sports Positions for Growth and Success
5 Predictions for 2023 (& How We Did Predicting 2022) 14/12/2022 We have arrived at our final article of 2022, and, as usual, we thought it would be interesting to revisit our predictions for the past year and come up with a few more heading into 2023. First, in... 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...
5 Predictions for 2023 (& How We Did Predicting 2022)
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?
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Stay Informed with TAMIM Market and Stock Insights
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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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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.