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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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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... What Can Home Depot Tell Us About the U.S. Housing Industry? 24/8/2023 As we discussed in the recent article Second-Level Thinking and US Homebuilders, we’re currently going through a very interesting time in the U.S. housing industry. Renovating and... Two ASX Small Caps With Positive Results and Tailwinds 21/8/2023 Earnings season rolls on and this week we take a look at one of our company’s results from the portfolio in Reckon Limited (ASX: RKN) and another who has been in the process of rebranding in... Technology Eats the World: Global Mobility Accelerates 10/8/2023 Despite facing a raft of challenges including higher interest rates, inflationary pressures and a cooling global economy, the share prices of technology companies have shot higher this year.... Viva Leisure’s share price lifts on strong 2023 results 15/8/2023 Viva Leisure Limited (ASX: VVA) a market leader in the personal wellness industry, announced last Friday an impressive set of full year 2023 results. Despite cost of living and inflationary...
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?
What Can Home Depot Tell Us About the U.S. Housing Industry?
Two ASX Small Caps With Positive Results and Tailwinds
Technology Eats the World: Global Mobility Accelerates
Viva Leisure’s share price lifts on strong 2023 results
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... What Can Home Depot Tell Us About the U.S. Housing Industry? 24/8/2023 As we discussed in the recent article Second-Level Thinking and US Homebuilders, we’re currently going through a very interesting time in the U.S. housing industry. Renovating and... Two ASX Small Caps With Positive Results and Tailwinds 21/8/2023 Earnings season rolls on and this week we take a look at one of our company’s results from the portfolio in Reckon Limited (ASX: RKN) and another who has been in the process of rebranding in... Technology Eats the World: Global Mobility Accelerates 10/8/2023 Despite facing a raft of challenges including higher interest rates, inflationary pressures and a cooling global economy, the share prices of technology companies have shot higher this year.... Viva Leisure’s share price lifts on strong 2023 results 15/8/2023 Viva Leisure Limited (ASX: VVA) a market leader in the personal wellness industry, announced last Friday an impressive set of full year 2023 results. Despite cost of living and inflationary...
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?
What Can Home Depot Tell Us About the U.S. Housing Industry?
Two ASX Small Caps With Positive Results and Tailwinds
Technology Eats the World: Global Mobility Accelerates
Viva Leisure’s share price lifts on strong 2023 results
As is customary, every quarter our partners on the TAMIM Global Equity Growth Individually Managed Account - Calamos Investments - publish their economic outlook. Introduction Entering the second half of the year, market participants find themselves facing many... This week Robert Swift, the Head of Global Equity Strategies of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), discusses three key investment thematics that investors need to be aware of heading into this years US election. This week we feature the third in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM Australian Equity Small Cap Individually Managed Account (IMA) has returned over 32.7% in... The small cap team take a look at correlation when it comes to microcap investing and why stock movements in the micro cap universe are explained by stock specific factors rather than market movements. We are often asked why micro cap funds tend to trade at such low... This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account. This week we start the first in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM... This week we republish an article written by Robert Swift, the Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA). Can we immunize the portfolio from Brexit or Bremain risk? Robert Swift – Head of Global Equity... The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead. For example, I believe that the most significant and defining... This week Robert Swift discusses Pfizer and sheds light on why making investment decisions based on a tax outcome as opposed to an investment outcome is not always optimal. The underlying fund for the TAMIM Global Equity High Conviction IMA, managed by Robert Swift,... The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead. For example, I believe that the most significant and defining...
Economic Outlook Q3, 2016
Brexit Wrap Up and the US Election
Our 14 Steps to Value Investing
The Correlation Beauty of Microcaps
Low Liquidity – Friend or Foe?
Can we immunize the portfolio from Brexit or Bremain risk?
The Pain Report
Taxing times – A look at Pfizer
The Pain Report
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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.