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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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a title its shareholders must be loving. The NVDA share price has risen a staggering 19 times... While these ASX small caps are a drop in the ocean compared to the earnings anticipation of global behemoth NVIDIA Corporation (NASDAQ: NVDA) the below-mentioned companies continue to produce exceptional results in the face of challenging environments. This report... It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you... Healthcare accounts for approximately 10% of the S&P/ASX 200 index and is widely regarded as a reliable and defensive sector that provides returns that are relatively uncorrelated with the rest of an investor’s portfolio and the economy at large–often with less... In today's fast-paced world, the demand for instant gratification has permeated almost every aspect of life, including investing. The allure of quick gains often overshadows the virtues of patience and long-term thinking. As markets surge, with the S&P 500... On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things well. The difference is more than... As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on rising interest rates and the potential of a damaging recession. As... The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip... Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking...
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
Three ASX Small Cap Delivering Impressive Results
Insurance: A Rare Winner from Higher Interest Rates?
Is Healthcare a Safe Haven for ASX Investors?
No FOMO: Patience and ASX Small Caps
Investment Wisdom: Buying Well
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a title its shareholders must be loving. The NVDA share price has risen a staggering 19 times... While these ASX small caps are a drop in the ocean compared to the earnings anticipation of global behemoth NVIDIA Corporation (NASDAQ: NVDA) the below-mentioned companies continue to produce exceptional results in the face of challenging environments. This report... It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you... Healthcare accounts for approximately 10% of the S&P/ASX 200 index and is widely regarded as a reliable and defensive sector that provides returns that are relatively uncorrelated with the rest of an investor’s portfolio and the economy at large–often with less... In today's fast-paced world, the demand for instant gratification has permeated almost every aspect of life, including investing. The allure of quick gains often overshadows the virtues of patience and long-term thinking. As markets surge, with the S&P 500... On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things well. The difference is more than... As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on rising interest rates and the potential of a damaging recession. As... The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip... Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking...
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
Three ASX Small Cap Delivering Impressive Results
Insurance: A Rare Winner from Higher Interest Rates?
Is Healthcare a Safe Haven for ASX Investors?
No FOMO: Patience and ASX Small Caps
Investment Wisdom: Buying Well
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
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:... Karl Hunt, of the TAMIM Global High Conviction strategy, spent a month living in a district in Shenzhen, in an attempt to better understand what was happening in the world’s second-largest economy, and to gauge what the locals were doing. Here is his report. The... Following on from a previous article - Australian Banks: The death of a 25 year bull market - last week, this week we highlight an article from Sam Ferraro on APRA and the impact their macro-prudential changes will have on the banks. While the article is slightly... We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from...
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
Is China the source of the next crash? – Notes from a long stay in Shenzhen
Evidente – APRA’s Quest for an Unquestionably Strong Financial System Continues
Accessing IPOs and Capital Raisings
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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.
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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.
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Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
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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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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.