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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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Tech Talk: WAAAX Off, Task On 18/3/2024 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... Market Leaders: Why We Own Microsoft 12/3/2024 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... Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks 12/3/2024 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... Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome 14/3/2024 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... All Time Highs: Japan’s Revival 7/3/2024 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... TAMIM Earnings Season Report Card 7/3/2024 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.... ASX Small Cap Update: Takeover Twists and Transforming Fundamentals 27/2/2024 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... Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution 29/2/2024 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... Three ASX Small Cap Delivering Impressive Results 27/2/2024 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...
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
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
Three ASX Small Cap Delivering Impressive Results
Tech Talk: WAAAX Off, Task On 18/3/2024 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... Market Leaders: Why We Own Microsoft 12/3/2024 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... Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks 12/3/2024 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... Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome 14/3/2024 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... All Time Highs: Japan’s Revival 7/3/2024 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... TAMIM Earnings Season Report Card 7/3/2024 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.... ASX Small Cap Update: Takeover Twists and Transforming Fundamentals 27/2/2024 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... Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution 29/2/2024 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... Three ASX Small Cap Delivering Impressive Results 27/2/2024 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...
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
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
Three ASX Small Cap Delivering Impressive Results
Stronger for Longer and a Bond Opportunity 8/6/2023 After a forgettable 2022, equity and bond markets have had a more favourable beginning to 2023 as the economy has remained strong and inflation appears to be easing. In the United States, the world’s largest... 3 Competing Views in Economics: A Perspective for Informed Decision-Making 25/5/2023 Economics, as a complex and dynamic field, is often a subject of debates and diverse opinions regarding the future state of the global economy. Presently, three dominant views command... Raise the Debt Ceiling (Again) 1/6/2023 As the 1 June deadline set by US Treasury Secretary Janet Yellen looms, a deal that prevents the U.S. from defaulting on its debt seems inevitable. President Joe Biden appears set to follow in the footsteps of his predecessors,... Dividends: Fat and Fully Franked, or Folly? 13/4/2023 Dividend investing is as Australian as Vegemite, Tim Tams,…or maybe pavlova? The ASX has a higher dividend yield than most other share markets around the world, in large part due to the dividend imputation system... From Boom to Bust: U.S. Bank Failures and Who’s to Blame 10/5/2023 Who is Signature Bank? Silicon Valley Bank? First Republic Bank? Likely these are banks you’d never previously heard of prior to the past few months, and they’re now making headline news... Unlike... Optimism is Simple, Not Easy 4/5/2023 Following a promising beginning to 2023, it seems that gloomier news headlines have resurfaced, vying for your attention... As of writing, the ASX200 has pulled back just over 2% in less than 24 hours, Oil prices have retreated... Riding the Waves of a Recession: What You Need to Know to Weather the Storm 20/4/2023 There’s been a lot of coverage in both the financial and mainstream media about the possibility of a recession later in 2023 and into 2024. Interest rates have been rising (at the... Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast 6/4/2023 We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and...
Stronger for Longer and a Bond Opportunity
3 Competing Views in Economics: A Perspective for Informed Decision-Making
Raise the Debt Ceiling (Again)
Dividends: Fat and Fully Franked, or Folly?
From Boom to Bust: U.S. Bank Failures and Who’s to Blame
Optimism is Simple, Not Easy
Riding the Waves of a Recession: What You Need to Know to Weather the Storm
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast
The World Doesn’t Often End
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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.