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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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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... While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),... Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn... The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate... As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and former President Donald Trump. With rumblings from various European leaders about... On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary boom in asset prices through the 1980s that... The final six months of 2023 presented a challenging backdrop with prevailing macroeconomic conditions and a sense of uncertainty. Anticipations for the earnings season until the end of December were initially subdued. Despite this, the period delivered results that... In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have emerged in our portfolio: unearthing small-to-mid-sized businesses with...
Stock Spotlight: Superloop Ltd (ASX: SLC)
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Tech Talk: WAAAX Off, Task On
Market Leaders: Why We Own Microsoft
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome
All Time Highs: Japan’s Revival
TAMIM Earnings Season Report Card
ASX Small Cap Update: Takeover Twists and Transforming Fundamentals
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... While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech Global (ASX: WTC), Afterpay, Altium (ASX: ALU),... Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn... The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of Australia has raised interest rates 13 times since May 2022 with the current cash rate... As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and former President Donald Trump. With rumblings from various European leaders about... On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary boom in asset prices through the 1980s that... The final six months of 2023 presented a challenging backdrop with prevailing macroeconomic conditions and a sense of uncertainty. Anticipations for the earnings season until the end of December were initially subdued. Despite this, the period delivered results that... In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have emerged in our portfolio: unearthing small-to-mid-sized businesses with...
Stock Spotlight: Superloop Ltd (ASX: SLC)
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Tech Talk: WAAAX Off, Task On
Market Leaders: Why We Own Microsoft
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome
All Time Highs: Japan’s Revival
TAMIM Earnings Season Report Card
ASX Small Cap Update: Takeover Twists and Transforming Fundamentals
This week Robert Swift takes a look at the currency debate that has been raging recently. Robert takes a look at what has happened so far and how he expects equities to react accordingly. Is it time to increase or decrease your weighting towards international... This week Robert Swift examines one of the more costly mistakes of the TAMIM Global Equity High Conviction portfolio so far this year. We still believe the investment thesis for Macy's to hold but this experience underlines the significance of timing on short-term... Robert Swift provides an update on his stance on asset allocation having just ticked over into the new financial year. An update from our asset allocation models. One of the most important decisions is how to allocate your money across different asset classes –... Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies. How much risk is there in my passive strategy? Robert Swift Investment strategies, where investors simply invest in a fund that tracks a... 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...
The Aussie Dollar: An opportunity or an obituary?
Being early is the same as being wrong… or is it?
New financial year – Asset allocation update
How much risk is there in my passive strategy?
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?
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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.
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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.