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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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Written by Robert Swift In markets, the spotlight often shines brightest on the dazzling names, the tech giants, the disruptive start-ups, the firms that seem to exist in permanent hyper-growth. Yet investors who spend all their time chasing glamour risk overlooking... At Tamim, we believe that enduring outperformance stems not just from sharp spreadsheets or sector calls, but from the consistent cultivation of curiosity. That’s why we read, widely, deeply, and with purpose. Reading builds mental models. It stretches time horizons.... Written by Ron Shamgar At TAMIM, we spend a great deal of time separating signal from noise. We like underfollowed, underappreciated businesses that are quietly compounding away from the spotlight. Occasionally, however, we come across a company that’s not just... For the past three years, the word “inflation” has sat at the top of every investor’s worry list. From record rate hikes to collapsing bond prices, supply shocks to mortgage stress, the market environment from 2021 to mid-2025 has been shaped by one defining macro... Written by Ron Shamgar After a year dominated by global mega-cap tech and AI headlines, a different story is quietly unfolding on the ASX: the resurgence of small caps, particularly those in the crosshairs of private equity and strategic acquirers. With interest rates... Written by Robert Swift As the world rapidly shifts into a new era defined by artificial intelligence, energy transition, and digital interconnectedness, a less visible but absolutely essential movement is reshaping global economies: the infrastructure renaissance. No... Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true... Written by Ron Shamgar Iress Ltd has emerged as a formidable technology provider in the wealth management and trading sectors, strategically positioning itself for significant growth through disciplined transformation and innovative AI-driven initiatives. Company... Australia's Energy Tug-of-War Australia is at a critical crossroads in its energy journey. On one side lies the global imperative to decarbonise, driven by climate goals and investor pressure. On the other, the need to ensure energy reliability and affordability for...
The Quiet Enablers: Chemicals, Keyboards, and Car Parts in a Transforming World
Books Build Better Investors: the Best Business Reads of 2025
Digital Clarity: Why ClearView Wealth is a Turnaround Story Hiding in Plain Sight
When the Tide Turns: Rethinking Risk and Opportunity After Inflation
The Takeover Tension: Why ASX Small Caps Are Back in Vogue
Building the Invisible Backbone: Investing in the New Infrastructure Stack
Winning Slowly: The Real Edge in Long-Term Value Investing
Iress Ltd: A Technology Powerhouse Transforming Wealth and Trading Landscapes
Gridlocked Growth: Why Australia’s Energy Transition Needs Infrastructure Urgency
Written by Robert Swift In markets, the spotlight often shines brightest on the dazzling names, the tech giants, the disruptive start-ups, the firms that seem to exist in permanent hyper-growth. Yet investors who spend all their time chasing glamour risk overlooking... At Tamim, we believe that enduring outperformance stems not just from sharp spreadsheets or sector calls, but from the consistent cultivation of curiosity. That’s why we read, widely, deeply, and with purpose. Reading builds mental models. It stretches time horizons.... Written by Ron Shamgar At TAMIM, we spend a great deal of time separating signal from noise. We like underfollowed, underappreciated businesses that are quietly compounding away from the spotlight. Occasionally, however, we come across a company that’s not just... For the past three years, the word “inflation” has sat at the top of every investor’s worry list. From record rate hikes to collapsing bond prices, supply shocks to mortgage stress, the market environment from 2021 to mid-2025 has been shaped by one defining macro... Written by Ron Shamgar After a year dominated by global mega-cap tech and AI headlines, a different story is quietly unfolding on the ASX: the resurgence of small caps, particularly those in the crosshairs of private equity and strategic acquirers. With interest rates... Written by Robert Swift As the world rapidly shifts into a new era defined by artificial intelligence, energy transition, and digital interconnectedness, a less visible but absolutely essential movement is reshaping global economies: the infrastructure renaissance. No... Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true... Written by Ron Shamgar Iress Ltd has emerged as a formidable technology provider in the wealth management and trading sectors, strategically positioning itself for significant growth through disciplined transformation and innovative AI-driven initiatives. Company... Australia's Energy Tug-of-War Australia is at a critical crossroads in its energy journey. On one side lies the global imperative to decarbonise, driven by climate goals and investor pressure. On the other, the need to ensure energy reliability and affordability for...
The Quiet Enablers: Chemicals, Keyboards, and Car Parts in a Transforming World
Books Build Better Investors: the Best Business Reads of 2025
Digital Clarity: Why ClearView Wealth is a Turnaround Story Hiding in Plain Sight
When the Tide Turns: Rethinking Risk and Opportunity After Inflation
The Takeover Tension: Why ASX Small Caps Are Back in Vogue
Building the Invisible Backbone: Investing in the New Infrastructure Stack
Winning Slowly: The Real Edge in Long-Term Value Investing
Iress Ltd: A Technology Powerhouse Transforming Wealth and Trading Landscapes
Gridlocked Growth: Why Australia’s Energy Transition Needs Infrastructure Urgency
Investing in the Backbone of the New Economy As the world rushes headlong into the age of artificial intelligence, electrification, and digital dependency, much of the investor focus remains fixed on the front-end winners: AI models, chip designers, and... If you’re still thinking of AI as a nifty assistant or a threat to white-collar jobs, Jensen Huang wants to change your perspective, dramatically. In a captivating conversation at the Milken Institute, the Nvidia founder and CEO laid out an audacious but clear-eyed... From Harvard Dorm Room to Wall Street Legend Few investors have shaped modern markets quite like Ken Griffin. From installing a satellite dish on the roof of his Harvard dorm to building Citadel into the most profitable hedge fund in history, Griffin’s journey is a... Introduction: The Case for Real Assets in a Repricing World In the current investment environment, where rates remain elevated, growth forecasts are patchy, and risk sentiment oscillates week-to-week, there’s a growing argument for looking past the noise. At Tamim,... When the Foundations Shift, Opportunity Emerges The global economy is standing on a precarious sandpile, one built from years of excess leverage, underpriced risk, and political complacency. With each new grain, be it a policy misstep, a rate shock, or a geopolitical... Challenging Conditions, Selective Opportunity The Australian CBD office sector finds itself at a crossroad. Amid rising interest rates, shifting tenant behaviours, and growing operational costs, market sentiment has soured. Yet, beneath the headlines of falling values... The Investor's Dilemma in an Unknowable World In investing, there are few enduring truths, but one towers above the rest: nobody knows the future. Whether facing the 2008 Global Financial Crisis, the COVID-19 pandemic, or today's geopolitical upheavals and trade... A Market in Turmoil, A Future in Motion In February 2025, global technology markets were rocked by one of the sharpest momentum-driven selloffs in recent memory. A convergence of tariff shocks, geopolitical tensions, and algorithmic unwinds led to indiscriminate... There are decades when nothing happens, and then there are weeks when decades happen. For many readers, this rather neatly encapsulates recent market antics. With tariff policies still stuck in a revolving door and markets convulsing like a toddler denied ice cream,...
Brains, Brawn and Bandwidth: Three Unseen Giants Behind the Global Rebuild
The Intelligence Infrastructure Revolution: Inside Jensen Huang’s Vision for AI and Nvidia
Lessons from Ken Griffin: What Investors Can Learn from the Billionaire Behind Citadel
Infrastructure Investing in 2025: A Quiet, Steady Cornerstone for the Long-Term Portfolio
Embracing the Chaos: Volatility, Sandpiles, and the Bold Path Forward
Cracks in the Façade: Reassessing Value and Opportunity in Australia’s CBD Office Market
Nobody Knows: Why Embracing Uncertainty is the Smartest Move Investors Can Make
Navigating the 2025 Tech Selloff: Innovation, Not Panic
When Markets Move Fast: Defensive Investing for a Volatile World
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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.