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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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Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains Shining a Spotlight on Close The Loop (ASX: CLG) 20/9/2023 The green energy movement has emerged as a transformative force in the global economy. Driven by the urgent need to mitigate climate change and reduce our dependence on finite fossil fuel resources, the... Creating a Truly Trans-Tasman Payments Provider 12/12/2023 Small businesses remain the lifeblood of daily life and the backbone of every economy. Despite the dominance of tech giants like Google (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and Amazon (NASDAQ: AMZN),... On the Road to Tomorrow: Charting the Course of Self-Driving Cars 14/12/2023 The advent of transformative technologies often begins inconspicuously, much like the early days of motorised carts and airplanes. Initially, the investigation of horseless carriages in 1886,... Wise investors, like Warren Buffett, often remind us that 'turnarounds seldom turn.' However, like many rules of thumb, exceptions can creep into the common narrative and disrupt our views. There are companies that defy this adage, demonstrating that with strategic... Semiconductors: Powering the Future of Technology and Investment 30/11/2023 At the heart of today's digital revolution lies the semiconductor, a critical component driving the waves of technological advancements and innovation. With the intersection of... In an era where cost of living pressures are mounting, Inghams Group Limited (ASX: ING) stands out as a beacon of strength and resilience. Originating as a family business in 1918, Inghams has grown into the leading integrated poultry producer in Australia and New... From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with... In the Australian banking sector, the dominance of the "Big Four" banks—Commonwealth Bank of Australia (ASX: CBA), Westpac Banking Corporation (ASX: WBC), Australia and New Zealand Banking Group (ASX: ANZ), and National Australia Bank (ASX: NAB) — is a testament to a...
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
Shining a Spotlight on Close The Loop (ASX: CLG)
Creating a Truly Trans-Tasman Payments Provider
On the Road to Tomorrow: Charting the Course of Self-Driving Cars
From Challenges to Opportunities: Is This ASX Small Cap a Turnaround Story?
Semiconductors: Powering the Future of Technology and Investment
More Than Just Poultry: Inghams Group’s Recipe for Success in Tough Economic Times
From Doom to Boom: The Story of 2023’s Economic Surprises
Navigating the M&A Maze: Inside the Trends in ASX’s Asset Management Sector
Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains Shining a Spotlight on Close The Loop (ASX: CLG) 20/9/2023 The green energy movement has emerged as a transformative force in the global economy. Driven by the urgent need to mitigate climate change and reduce our dependence on finite fossil fuel resources, the... Creating a Truly Trans-Tasman Payments Provider 12/12/2023 Small businesses remain the lifeblood of daily life and the backbone of every economy. Despite the dominance of tech giants like Google (NASDAQ: GOOG), Microsoft (NASDAQ: MSFT), and Amazon (NASDAQ: AMZN),... On the Road to Tomorrow: Charting the Course of Self-Driving Cars 14/12/2023 The advent of transformative technologies often begins inconspicuously, much like the early days of motorised carts and airplanes. Initially, the investigation of horseless carriages in 1886,... Wise investors, like Warren Buffett, often remind us that 'turnarounds seldom turn.' However, like many rules of thumb, exceptions can creep into the common narrative and disrupt our views. There are companies that defy this adage, demonstrating that with strategic... Semiconductors: Powering the Future of Technology and Investment 30/11/2023 At the heart of today's digital revolution lies the semiconductor, a critical component driving the waves of technological advancements and innovation. With the intersection of... In an era where cost of living pressures are mounting, Inghams Group Limited (ASX: ING) stands out as a beacon of strength and resilience. Originating as a family business in 1918, Inghams has grown into the leading integrated poultry producer in Australia and New... From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with... In the Australian banking sector, the dominance of the "Big Four" banks—Commonwealth Bank of Australia (ASX: CBA), Westpac Banking Corporation (ASX: WBC), Australia and New Zealand Banking Group (ASX: ANZ), and National Australia Bank (ASX: NAB) — is a testament to a...
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
Shining a Spotlight on Close The Loop (ASX: CLG)
Creating a Truly Trans-Tasman Payments Provider
On the Road to Tomorrow: Charting the Course of Self-Driving Cars
From Challenges to Opportunities: Is This ASX Small Cap a Turnaround Story?
Semiconductors: Powering the Future of Technology and Investment
More Than Just Poultry: Inghams Group’s Recipe for Success in Tough Economic Times
From Doom to Boom: The Story of 2023’s Economic Surprises
Navigating the M&A Maze: Inside the Trends in ASX’s Asset Management Sector
This article by Guy Carson was originally published in the Weekend Wealth section of The Australian under the title "Time to plan for recession as household debt crimps spending" Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing... This week Robert Swift takes a look at how growth and value strategies have performed historically and how he sees them performing going forward. There is no “right way” to invest. Many approaches can work and many styles or philosophies (growth, small cap, value,... Guy Carson takes a look at the three major players in the Australian insurance space. How do they work and is there value to found in QBE, IAG and Suncorp? Australian Insurance: Is there quality and value? Guy Carson The Australian General Insurance landscape is... This week we bring to you yet another piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. Given Guy Carson's recent commentary surrounding housing and building approvals we thought it was an important read. This article was... Scott Maddock, portfolio manager for the TAMIM Australian Equity Income IMA, takes a look at the trade-off one must account for when aiming to generate income from an equity portfolio. He takes a look at two stocks held to deal with exactly that. Income vs. Capital... This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Bank levy announced in Budget 2017. Will the cost be passed on? Will the bank levy be passed on? Guy Carson Four weeks ago we wrote an article entitled Australian... Robert Swift, of the TAMIM Global Equity High Conviction IMA, was recently invited to attend the ever-popular Berkshire Hathaway AGM. He has taken the time to write some notes on what he found interesting and what he observed. Berkshire Hathaway AGM - notes from the... This week the Small Cap team take a look at why investors frequently undervalue a simple but proven business and instead hit for the fences with supposed disruptors. Why investors often undervalue simple businesses Summary: We have noticed that investors often... This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Australian supermarkets, the prevailing duopoly, incoming competition from ALDI, Costco and Amazon and how the future looks for this sector. Australian Supermarkets:...
Time to plan for a recession? How to position for it?
Value – Time to shine on the global stage!
Australian Insurance: Is there quality and value?
Australia’s Housing Revolution Continues… But for how much longer?
Income vs. Capital return – managing the trade-off in an income portfolio
Will the bank levy be passed on?
Berkshire Hathaway AGM – notes from the ground
Why investors often undervalue simple businesses…
Australian Supermarkets: The death of a duopoly
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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.