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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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Predicting style and fashion trends is as challenging as forecasting Melbourne’s weather or expertly timing the market. While style shifts rapidly, materials evolve more slowly. However, when a material proves cost-effective, appealing, comfortable, and accessible, it... Whether it be sport, business, investing or entertainment - we love a story of success in the face of adversity. Take Leicester City Football Club's improbable Premier League title win in the 2015-2016 season as a prime example of winning against all odds. Leicester's... Daniel Kahneman, an Israeli-born American Nobel prize-winning author, passed away on March 27 at age 90. For those yet to become familiar with his work, he was a psychologist at heart but to many he will be remembered as a pioneer in what has become known as... This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should need no introduction to most Australians (at least... Stock Spotlight: Superloop Ltd (ASX: SLC) 25/3/2024 The NBN/Connectivity market is high in competition and concentration. According to the ACCC's latest NBN Wholesale Market Indicators Report, smaller providers such as Superloop (ASX: SLC), Aussie Broadband (ASX: ABB)... In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of “ultra loose” monetary policy since the Global Financial Crisis (GFC), as... While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),... Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn... The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate...
Step Up Step One
Shining a Spotlight On Two Resilient ASX Retailers
Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman
Stock Spotlight: Unearthing Value in eBay
Stock Spotlight: Superloop Ltd (ASX: SLC)
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Tech Talk: WAAAX Off, Task On
Market Leaders: Why We Own Microsoft
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
Predicting style and fashion trends is as challenging as forecasting Melbourne’s weather or expertly timing the market. While style shifts rapidly, materials evolve more slowly. However, when a material proves cost-effective, appealing, comfortable, and accessible, it... Whether it be sport, business, investing or entertainment - we love a story of success in the face of adversity. Take Leicester City Football Club's improbable Premier League title win in the 2015-2016 season as a prime example of winning against all odds. Leicester's... Daniel Kahneman, an Israeli-born American Nobel prize-winning author, passed away on March 27 at age 90. For those yet to become familiar with his work, he was a psychologist at heart but to many he will be remembered as a pioneer in what has become known as... This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should need no introduction to most Australians (at least... Stock Spotlight: Superloop Ltd (ASX: SLC) 25/3/2024 The NBN/Connectivity market is high in competition and concentration. According to the ACCC's latest NBN Wholesale Market Indicators Report, smaller providers such as Superloop (ASX: SLC), Aussie Broadband (ASX: ABB)... In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of “ultra loose” monetary policy since the Global Financial Crisis (GFC), as... While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),... Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn... The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate...
Step Up Step One
Shining a Spotlight On Two Resilient ASX Retailers
Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman
Stock Spotlight: Unearthing Value in eBay
Stock Spotlight: Superloop Ltd (ASX: SLC)
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Tech Talk: WAAAX Off, Task On
Market Leaders: Why We Own Microsoft
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
Sid Ruttala fleshes out a number of the points that Robert Swift has been talking about in his weekly Ausbiz appearances. Heading into the pointy end of the US presidential election, there is always heightened uncertainty in investment markets and (as much as we might... We have always said that it is important to take time and revisit the basics every now and then. Living and breathing the markets day in, day out can let us lose sight of these basics, not seeing the forest for the trees if you will. It is often the simplest things... Robert Swift takes a brief look at the year that was 2019 and casts his eye toward 2020. What should we expect to see and where might we find risk appropriate returns? Equity returns were strong in 2019 with major markets rising between 25 - 30% in US$ terms.... For the first newsletter of 2020 we put forward five key predictions for the calendar year ahead. Each of these will definitely impact the investing world and will have an effect on the Australian economy either directly or indirectly. It is always worth considering... Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, addresses Japan in the wake of some of the negative news associated with the market. Japan forms an integral part of both the Asia Small Companies and Global High Conviction... We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have... Heading into the end of the financial year, one of the more interesting phenomena for us has been the upward correlations in both bonds and equities. Bond markets have been predicting a downturn in economic conditions while equities, especially given the performance... Japan: Is Now the Time to Invest? 21/9/2023 Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and... This week Guy Carson takes a look at the Australian GDP figure and digs in to how it impacts the everyday share portfolio. Last week the Australian Bureau of Statistics (ABS) released the GDP data for the September quarter. The headline result saw an economy that grew...
What To Watch Headed Into 2021 (Hint: it’s not the election)
10 Principles to Invest By
2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook
5 Predictions For 2020
Two Steps Forward, One Back in Japan
It’s Huawei or the Highway: Empire Building Chinese Style
Market Musings: Does the Bond market make sense? Or is there something else at work…
Japan: Is Now the Time to Invest?
Looking inside the Australian GDP number and what the implications are for your share portfolio
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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.