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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 early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond... As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in... 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...
AI Real Estate and the Importance of Data Centres
Power Play: Investing In Energy For Innovation
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
In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond... As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in... 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...
AI Real Estate and the Importance of Data Centres
Power Play: Investing In Energy For Innovation
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
This week we present an article by friend of TAMIM Sam Ferraro as he examines the subdued volatility the Australian market has been experiencing. Market volatility conditions have remained subdued for some time. Daily return volatility of the Australian dollar Trade... Adrian Lemme, analyst with the TAMIM Australian Equity Income portfolio, takes a look at the impending arrival of Amazon and the impact it should have on the Aussie landscape. Amazon Not Introducing Internet to Australia TAMIM Australian Equity Income - Merlon Capital... Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here. Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of... This week we take a look at the Brisbane property market. Is there an opportunity to be had or should we continue to flee the sinking ship? With the Australian cash rate at a record low, over the last 8 years we have seen a boom in property prices across the East... This week the small cap team take a look at the importance of a good management team when investing in a company. They take the time to spell out exactly what they look for when considering management. Summary: In our experience management quality is arguably the... Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago. Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and... Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually... Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due... Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are travelling and, in some cases, what their outlook is for the year ahead. As a result, February and August...
Evidente – Subdued volatility conditions belie tail risks
Amazon Not Introducing Internet to Australia
Australia: The land of the rolling Boom
Brisbane Property – a damsel in distress or a diamond in the rough?
What we look for in a management team
Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and why should I care?
So you’ve sold Telstra… Now what?
Five need to know factors for a successful retail property deal
Reporting Season: The unanswered questions
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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.