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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 Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was... As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is undoubtedly the United States, where... Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. Watch what... Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of... Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth 7/12/2023 As we highlighted in last week’s article, semiconductors are a critical component in many of the leading-edge technologies that are transforming industries. This includes... Volpara Health Technologies Receives Premium Offer from Lunit Inc 21/12/2023 Volpara Health Technologies (ASX: VHT) shares rocketed 41% on last Thursday to $1.10 following a takeover offer from Lunit Inc for $1.15 per share. Lunit, recognising the potential of Volpara... 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),...
Market Movers: How the Magnificent Seven Are Faring in 2024
2024: All About the Vibe
Ron Shamgar – Ausbiz Small Caps, Big Ideas 2023 Edition
Rockets and Rejections: ASX small caps surging towards Xmas
Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth
Volpara Health Technologies Receives Premium Offer from Lunit Inc
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
Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was... As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is undoubtedly the United States, where... Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. Watch what... Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of... Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth 7/12/2023 As we highlighted in last week’s article, semiconductors are a critical component in many of the leading-edge technologies that are transforming industries. This includes... Volpara Health Technologies Receives Premium Offer from Lunit Inc 21/12/2023 Volpara Health Technologies (ASX: VHT) shares rocketed 41% on last Thursday to $1.10 following a takeover offer from Lunit Inc for $1.15 per share. Lunit, recognising the potential of Volpara... 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),...
Market Movers: How the Magnificent Seven Are Faring in 2024
2024: All About the Vibe
Ron Shamgar – Ausbiz Small Caps, Big Ideas 2023 Edition
Rockets and Rejections: ASX small caps surging towards Xmas
Semiconductor Spotlight: Wolfspeed, ST Microelectronics, and Arteris Poised for Growth
Volpara Health Technologies Receives Premium Offer from Lunit Inc
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
This week Guy Carson provides his take on the active vs. passive management debate. Should it even be a debate? A Broken Index: Why investors should seek true active management in Australia Guy Carson Recently Warren Buffett made headlines across the globe by... This week we take a look at the peer-to-peer lending space. In a time when term deposit rates are negligible, is it time to look at alternatives for your income? How can you achieve the income you want while minimising the inevitable increase in risk associated with... 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...
A Broken Index: Why investors should seek true active management in Australia
35 Years of Australian Interest Rates – Where has it left us?
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
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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.