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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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Power Play: Investing In Energy For Innovation Date: 24/4/2024 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... Will New Merger & Acquisition Laws Impact the Takeover Market? 18/4/2024 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... 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... AI's Power Surge: Overlooked Opportunities of a Tech-Driven Future 11/4/2024 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... Step Up Step One 9/4/2024 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,... Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman 4/4/2024 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... Stock Spotlight: Unearthing Value in eBay 28/3/2024 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... 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)... Japan’s Post-COVID Normal & Decoding Central Bank Speak 21/3/2024 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...
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
Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman
Stock Spotlight: Unearthing Value in eBay
Stock Spotlight: Superloop Ltd (ASX: SLC)
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Power Play: Investing In Energy For Innovation Date: 24/4/2024 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... Will New Merger & Acquisition Laws Impact the Takeover Market? 18/4/2024 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... 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... AI's Power Surge: Overlooked Opportunities of a Tech-Driven Future 11/4/2024 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... Step Up Step One 9/4/2024 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,... Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman 4/4/2024 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... Stock Spotlight: Unearthing Value in eBay 28/3/2024 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... 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)... Japan’s Post-COVID Normal & Decoding Central Bank Speak 21/3/2024 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...
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
Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman
Stock Spotlight: Unearthing Value in eBay
Stock Spotlight: Superloop Ltd (ASX: SLC)
Japan’s Post-COVID Normal & Decoding Central Bank Speak
U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the... Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains What is a recession and what does it mean for investors? 6/7/2023 Fearing a recession is natural. Recessions are an economic reality. They typically start before anyone realises they’re happening and end before economists have enough data to know they’ve finished.... Why It Pays to be a Long Term Investor 27/4/2023 Every year, index fund provider Vanguard makes a chart available that shows the returns of various asset classes over the past 30 years: shares (Australian, international and U.S.), bonds, Australian-listed property,... A Unique Opportunity to Access the Ground Floor of Innovation 27/7/2023 We’ve written several times about the historic difference in valuation between small and large companies. There’s a number of ways investors could take advantage of this–small cap ETFs, small cap... Diversification: Can You Have Too Much? 13/7/2023 Diversification is no secret, it’s a well-known part of investing. “Don’t put all your eggs in one basket” is a common phrase that we learn at a young age, and something that most people put into action, at least to... Bond Basics for Beginner Investors 29/6/2023 The Financial Times (FT) recently reported that for the first time, the S&P 500, corporate investment-grade bonds and treasury bills are all offering the same yield of 5.3% for prospective investors. The leading... What Really Matters in Investing 22/6/2023 The world of investing can be a complex and ever-changing landscape, and the financial media can make it even more confusing, having you believe that the macroeconomic news of the day is the most important factor in any of... Common Investing Mistakes Are More Common Than You Think 15/6/2023 There is an old saying on Wall Street that “financial markets are driven by just two powerful emotions: Greed and Fear.” Investors often let their emotions dictate their decisions on when to buy, hold...
U.S. Credit Rating Downgraded by Fitch
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
What is a recession and what does it mean for investors?
Why It Pays to be a Long Term Investor
A Unique Opportunity to Access the Ground Floor of Innovation
Diversification: Can You Have Too Much?
Bond Basics for Beginner Investors
What Really Matters in Investing
Common Investing Mistakes Are More Common Than You Think
This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... Webinar Excerpt: Industrial Oil Gas and Re-industrialisation with Robert Swift 24/1/2024 Reindustrialisation, energy and technology security is at the forefront of US policy with a big push to promote domestic production through subsidies. Which companies stand to...
Election 2022: Much Ado About Nothing For The Investor?
Global Equities Webinar- December 2023
Darren Katz, TAMIM Asset Management's Managing Director and Head of Investments, reviews a number of the Stock Picks we have presented over the course of the year to assess how they have fared through the recent reporting season. We review our original investment...
Reporting Season Wrap-up – Part 1
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.