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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 Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next... Written by Sid Ruttala From Headwinds to Holding Pattern After three years of monetary whiplash, the Australian banking sector enters FY 2026 not with a roar but with a calm, deliberate hum. The Reserve Bank of Australia has ended one of the most rapid tightening... When markets think of Donald Trump, they often think of volatility. Tweets that move oil prices, tariff threats that unsettle Asia, and the ever-present promise to “bring manufacturing home.” Yet beneath the noise lies something far more structural, a reshaping of... As investors, we are often told to focus on the long term. But what happens when the long term collides with the present? That is exactly what we are seeing in the world of digital infrastructure, specifically data centres, the modern-day engine rooms of the internet.... Written by Ron Shamgar In a market dominated by headlines around megacaps, rate speculation, and geopolitical volatility, it's easy for investors to miss the quiet achievers, the companies that execute relentlessly, build shareholder value, and fly under the radar.... The Federal Reserve is preparing to cut interest rates for the first time since December 2024, signaling a major shift in monetary policy. With inflation still above target and labour market indicators flashing recessionary warnings, investors are facing a paradox:... 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...
The Reawakening of Small and Mid Caps
Banks at Cruising Altitude: Why 2025 Marks a New Era of Steady Profits and Subtle Shifts
Riding the Trump Trade: How Australia Could Emerge a Winner from the Next Wave of Global Protectionism
Powering the Digital Age: Why Data Centre Infrastructure Is the Investment Opportunity of the Decade
Undervalued, Under the Radar, and On the Move: 3 Quiet Achievers on the ASX With Takeover Potential
Easy Money, Rising Risks: Navigating the Fed’s Pivot and Market Euphoria
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
Written by Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next... Written by Sid Ruttala From Headwinds to Holding Pattern After three years of monetary whiplash, the Australian banking sector enters FY 2026 not with a roar but with a calm, deliberate hum. The Reserve Bank of Australia has ended one of the most rapid tightening... When markets think of Donald Trump, they often think of volatility. Tweets that move oil prices, tariff threats that unsettle Asia, and the ever-present promise to “bring manufacturing home.” Yet beneath the noise lies something far more structural, a reshaping of... As investors, we are often told to focus on the long term. But what happens when the long term collides with the present? That is exactly what we are seeing in the world of digital infrastructure, specifically data centres, the modern-day engine rooms of the internet.... Written by Ron Shamgar In a market dominated by headlines around megacaps, rate speculation, and geopolitical volatility, it's easy for investors to miss the quiet achievers, the companies that execute relentlessly, build shareholder value, and fly under the radar.... The Federal Reserve is preparing to cut interest rates for the first time since December 2024, signaling a major shift in monetary policy. With inflation still above target and labour market indicators flashing recessionary warnings, investors are facing a paradox:... 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...
The Reawakening of Small and Mid Caps
Banks at Cruising Altitude: Why 2025 Marks a New Era of Steady Profits and Subtle Shifts
Riding the Trump Trade: How Australia Could Emerge a Winner from the Next Wave of Global Protectionism
Powering the Digital Age: Why Data Centre Infrastructure Is the Investment Opportunity of the Decade
Undervalued, Under the Radar, and On the Move: 3 Quiet Achievers on the ASX With Takeover Potential
Easy Money, Rising Risks: Navigating the Fed’s Pivot and Market Euphoria
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
Why Andreessen’s Words Deserve Our Attention When Marc Andreessen speaks, the tech world listens. But so too should investors, especially those who want to get ahead of the curve. Andreessen, the co-founder of Netscape, is not just one of the architects of the modern... A Treasurer with a Mandate, and a Message When the Australian Treasurer takes to the National Press Club with a prepared script and a confident tone, investors would be wise to listen. Especially when that Treasurer is Jim Chalmers, a policymaker who, love him or not,... Introduction: Investing at the Intersection of Intelligence and Infrastructure At TAMIM, we spend a lot of time thinking about where the world is headed and how capital should follow. When a CEO like Sundar Pichai speaks, we listen. Not for the headlines, but for the... 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...
Betting on the Future: Why Marc Andreessen’s Vision Matters for Investors
Investing in the Age of Strategic Capitalism: What Chalmers’ Vision Means for Your Portfolio
AI, Infrastructure, and the Next Investment Frontier: Insights from Sundar Pichai’s Vision
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
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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.