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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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In the wake of a significant market sell off following a stimulus induced boom there were plenty of company’s that saw the baby thrown out with the bath water. Over the past year, TAMIM has identified significant opportunities within the merger and acquisition... We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in... The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide readers with useful topical information but less than the overload and... 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...
Will New Merger & Acquisition Laws Impact the Takeover Market?
CHIPS: Megatrends and Mega Funding
AI’s Power Surge: Overlooked Opportunities of a Tech-Driven Future
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
In the wake of a significant market sell off following a stimulus induced boom there were plenty of company’s that saw the baby thrown out with the bath water. Over the past year, TAMIM has identified significant opportunities within the merger and acquisition... We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in... The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide readers with useful topical information but less than the overload and... 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...
Will New Merger & Acquisition Laws Impact the Takeover Market?
CHIPS: Megatrends and Mega Funding
AI’s Power Surge: Overlooked Opportunities of a Tech-Driven Future
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
This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. This article was originally penned on October 13, 2017. The RBA's biannual Financial Stability Review (FSR) has become essential reading since the... This week Robert Swift digs into the recently announced Royal Commission. Today the Australian government announced there would be a Royal Commission established to investigate the banking industry. This was done on receipt, by Treasury, of a letter from ‘the big 4’... This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. This article was originally penned on October 16, 2017. In a recent research paper, former Chair of the Federal Reserve, Mr Ben Bernanke, proposes price... This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into a market of misunderstood problems and opportunities. We have argued for a while that Japan has not ‘suffered from’... Guy Carson, manager of the TAMIM Australian All Cap Value portfolio, has had an excellent year to date. This success has come from not only picking good stocks but also from managing the portfolio risk when he occasionally picks the wrong stock. This week, to... In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump is a reality. In the wake of the US Election... This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they follow up a previous piece on the merits of value investing. While the long term returns from “value investing” are strong... This week Robert Swift takes a look at the Chinese property market and the effect it will have on Australia and the World. We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them... This week Guy Carson takes a look at REITs and their potential role as the source of crisis in the Australian economy. A version of this article was published in The Australian on 21 October 2017. Back in 2007, the wheels began to fall off the global equity market...
Evidente – The RBA Rings the Bell
Royal Commission into Banks
Evidente – Bernanke points to a new dawn
A market of misunderstood problems and opportunities
It’s not all about the stocks: how we manage risk
SPECIAL: Presidential Reactions
Value Investing – An Australian Perspective: Part II – September 2017
Chinese Property Market – One to watch out for…
Will REITs be the epicentre of the next crisis?
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Stay Informed with TAMIM Market and Stock Insights
Managing investments requires more than data; it requires a personal touch. Read about us to understand our investor-first approach. If you’d like deeper insights into the stock market in Australia, contact the TAMIM team today to begin securing your financial legacy alongside experts you can trust.
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.
How often are new articles or insights published on the Stock & Market Insights page?
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.
Who is the intended audience for the TAMIM Stock & Market Insights content?
Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
What topics are covered by TAMIM’s Stock & Market Insights?
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.
How can I subscribe to receive updates from TAMIM’s Stock & Market Insights?
Subscribe to our Australian equities insights newsletter via the sign-up section. You will receive weekly reports and featured stock stories, ensuring professional perspectives are delivered directly to your inbox every week.
Are the insights on TAMIM’s site general information or personalised financial advice?
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.