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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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Private Market Value and Corporate Takeovers 5/10/2023 Australian investors are heavily focused on dividends (to the point of being obsessed). This is understandable. The dividend imputation system in Australia ensures that investors receive preferential tax... Qantas: Does Bad News Mean Good Returns? 28/9/2023 For many new to the share market, the country’s flagship airline is likely one of the first companies that spring to mind as a potential investment (along with a major bank, supermarket and, in Australia,... Our ASX Earnings Season Podium 26/9/2023 With earnings season done and dusted, we take a look back at three of the best performers in what was an overall mixed period for the ASX. We’ve also included one quality company which has had a challenging time... 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 concepts of recycling, regenerating, and reusing products have... 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 1986. So distorted were land prices that... Shining a Spotlight on SRG Global (ASX: SRG) 17/10/2023 SRG Global (ASX: SRG) is an ASX-listed diversified industrial services company, standing at the forefront of innovation with a mission to simplify the complex in the asset lifecycle. The company operates... UBS: One of the Best Deals in History 14/9/2023 One of the biggest fallouts from the banking crisis earlier this year was the merger between Swiss banking giants UBS (SWX: UBSG) and Credit Suisse. Following heavy pressure from authorities worried that Credit... Three Strong Results for These ASX Small Caps 4/9/2023 In what has been a mixed earnings season these three ASX small caps have stood out over the last week showing strong results and resilience in a challenging market. Aussie Broadband Aussie Broadband (ASX:... NVIDIA Delivers Blowout Earnings – Is it Enough? 31/8/2023 The anticipation was beyond high going into NVIDIA’s 2Q 2023 earnings result last week. Artificial Intelligence, or AI, has been the phrase on everyone’s lips in the investment community since the...
Private Market Value and Corporate Takeovers
Qantas: Does Bad News Mean Good Returns?
Our ASX Earnings Season Podium
Shining a Spotlight on Close The Loop (ASX: CLG)
Japan: Is Now the Time to Invest?
Shining a Spotlight on SRG Global (ASX: SRG)
UBS: One of the Best Deals in History
Three Strong Results for These ASX Small Caps
NVIDIA Delivers Blowout Earnings – Is it Enough?
Private Market Value and Corporate Takeovers 5/10/2023 Australian investors are heavily focused on dividends (to the point of being obsessed). This is understandable. The dividend imputation system in Australia ensures that investors receive preferential tax... Qantas: Does Bad News Mean Good Returns? 28/9/2023 For many new to the share market, the country’s flagship airline is likely one of the first companies that spring to mind as a potential investment (along with a major bank, supermarket and, in Australia,... Our ASX Earnings Season Podium 26/9/2023 With earnings season done and dusted, we take a look back at three of the best performers in what was an overall mixed period for the ASX. We’ve also included one quality company which has had a challenging time... 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 concepts of recycling, regenerating, and reusing products have... 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 1986. So distorted were land prices that... Shining a Spotlight on SRG Global (ASX: SRG) 17/10/2023 SRG Global (ASX: SRG) is an ASX-listed diversified industrial services company, standing at the forefront of innovation with a mission to simplify the complex in the asset lifecycle. The company operates... UBS: One of the Best Deals in History 14/9/2023 One of the biggest fallouts from the banking crisis earlier this year was the merger between Swiss banking giants UBS (SWX: UBSG) and Credit Suisse. Following heavy pressure from authorities worried that Credit... Three Strong Results for These ASX Small Caps 4/9/2023 In what has been a mixed earnings season these three ASX small caps have stood out over the last week showing strong results and resilience in a challenging market. Aussie Broadband Aussie Broadband (ASX:... NVIDIA Delivers Blowout Earnings – Is it Enough? 31/8/2023 The anticipation was beyond high going into NVIDIA’s 2Q 2023 earnings result last week. Artificial Intelligence, or AI, has been the phrase on everyone’s lips in the investment community since the...
Private Market Value and Corporate Takeovers
Qantas: Does Bad News Mean Good Returns?
Our ASX Earnings Season Podium
Shining a Spotlight on Close The Loop (ASX: CLG)
Japan: Is Now the Time to Invest?
Shining a Spotlight on SRG Global (ASX: SRG)
UBS: One of the Best Deals in History
Three Strong Results for These ASX Small Caps
NVIDIA Delivers Blowout Earnings – Is it Enough?
This week Robert Swift takes a look at an investment thematic - Japan and robotics. What does this mean going forward? Where do the opportunities lie? Investment Thematic: Robots, Demography, and 'virtual world' for seniors Robert Swift ​This piece is on Japan. It... I recently attended a presentation by one of our investment managers to a group of self-directed investors and, as you would expect, the usual question was posed by the audience: “Warren Buffett says you should invest in passive index driven strategies and not with... This week Robert Swift takes a look at momentum and what it is telling us about asset allocation. Where should you deploy your capital and how? Will this achieve optimum results in the current economic climate. Asset Allocation: Momentum: Where should your assets be... The managers of the TAMIM Australian Equity Small Cap Individually Managed Account (IMA), take a look at the importance of understanding the psychology of other players in the market and reveal where they look to gauge what others are thinking and how this informs... Reporting Season is drawing to a close with just one week remaining. With this in mind, we thought it would be appropriate to provide an analysis of two of the bigger names to report so far. Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA,... Robert Swift has penned his thoughts on the outlook for Europe and the US in 2017. The most important conclusion we can draw is that equity markets as a whole may struggle however individual sectors and more specific stocks should do well.​ 2017 Outlook - Trump so far... Guy Carson presents his outlook for the 2017 year. WA and Queensland are potential economic problem areas which could have an impact on your banking investments, read on to find out the sector and investments that we believe you need to be focusing on in 2017.... The team at DMX, managers of the TAMIM Australian Equity Small Cap IMA, take a look forward to 2017. 2017 Outlook: Value well placed to shine ​Summary: ​As passionate value investors we believe buying under-valued and largely unknown smaller companies is a sensible... As we head into 2016, the team at TAMIM thought we should put our heads together and come up with 7 strange yet quite plausible scenarios that the world could encounter through the next 12 months. Robert Swift, head of TAMIM’s Global Equity Strategies puts the...
Investment Thematic: Robots, Demography, and ‘virtual world’ for seniors
Buffett’s Bet
Asset Allocation: Momentum – Where should your assets be allocated?​​
Gauging Market Expectations
Reporting Season Analysis: Telstra & Brambles
2017 Outlook – Trump so far and is 2017 going to be nasty?
Australian Outlook 2017: Beware the two speed economy
2017 Outlook: Value Well Placed to Shine
7 surprises in 2016
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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.