Stock News & Insights
Sign up for our newsletter
Stay Informed with TAMIM Market and Stock Insights
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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
Subscribe to our Weekly Stock Market Insights in Australia
With reporting season now over, investors can take the time to review the results. Stocks will often take time to rerate after the release of a good result as they can get lost amongst hundreds of others. This week we will talk about IGL’s results and why we believe... This week we revisit the topic of Russia and the escalation in sanctions by the West. In particular we want to talk about the oft heard about but little known SWIFT system through which some of these sanctions are being imposed, the implications for broader markets... This week we will continue looking at reporting season with a look at two companies that saw challenging trading conditions in the half as a result of Covid-19 impacts and explain why their outlook for FY22 is strong. Many companies saw tougher trading conditions but... Continuing on with our reporting season notes, we will cover a few more of our key holdings across TAMIM’s Australian equity portfolios. There has been increased uncertainty across markets as geopolitical tensions in eastern Europe have come to a head alongside... This week we would like to offer our thoughts on certain megathemes that are impacting investment markets. Firstly, credit where it is due, this is a topic inspired by an oped in the AFR by James Thomson who summarises what he sees the recent bid by Cannon-Brookes for... Over the next few weeks we will be providing commentary on half yearly results for some of our key holdings. During February companies report their half yearly results for the period ending December 31st while also providing an outlook for the full year results.... This week we again look to the headlines and look at an issue that has been front and centre for the markets, that of the Ukraine situation (perhaps a reprieve from the endless monetary policy commentary). Firstly, we begin with a rather macabre fact about the... 2022 hasn’t started like most people were hoping with January being the worst start to a year on record, the S&P500 being down -11%, at one point. The ten largest stocks on the index were down -20% at one point and the average Nasdaq stock was down -50%. In... Growing up it was ingrained that two topics are rather taboo to discuss at the dinner table; the first being politics and the second money. So, with the hope that you’re not having dinner as you read, this week we discuss the former while touching on the latter....
Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)
SWIFT Retribution: Russian Sanctions & What It Means
Reporting Season: Probiotec (PBP.ASX) & Healthia (HLA.ASX)
Reporting Season: Webcentral (WCG.ASW) & SRG Global (SRG.ASX)
4 Investing Megathemes Worth Watching
Reporting Season: SWM.ASX & MNY.ASX
Ukraine: Oversimplifying a Complex Situation & What It Means For Markets
3 Picks for an Inflationary Environment
Politics, Trust and Investing: Our Greatest Risk?
With reporting season now over, investors can take the time to review the results. Stocks will often take time to rerate after the release of a good result as they can get lost amongst hundreds of others. This week we will talk about IGL’s results and why we believe... This week we revisit the topic of Russia and the escalation in sanctions by the West. In particular we want to talk about the oft heard about but little known SWIFT system through which some of these sanctions are being imposed, the implications for broader markets... This week we will continue looking at reporting season with a look at two companies that saw challenging trading conditions in the half as a result of Covid-19 impacts and explain why their outlook for FY22 is strong. Many companies saw tougher trading conditions but... Continuing on with our reporting season notes, we will cover a few more of our key holdings across TAMIM’s Australian equity portfolios. There has been increased uncertainty across markets as geopolitical tensions in eastern Europe have come to a head alongside... This week we would like to offer our thoughts on certain megathemes that are impacting investment markets. Firstly, credit where it is due, this is a topic inspired by an oped in the AFR by James Thomson who summarises what he sees the recent bid by Cannon-Brookes for... Over the next few weeks we will be providing commentary on half yearly results for some of our key holdings. During February companies report their half yearly results for the period ending December 31st while also providing an outlook for the full year results.... This week we again look to the headlines and look at an issue that has been front and centre for the markets, that of the Ukraine situation (perhaps a reprieve from the endless monetary policy commentary). Firstly, we begin with a rather macabre fact about the... 2022 hasn’t started like most people were hoping with January being the worst start to a year on record, the S&P500 being down -11%, at one point. The ten largest stocks on the index were down -20% at one point and the average Nasdaq stock was down -50%. In... Growing up it was ingrained that two topics are rather taboo to discuss at the dinner table; the first being politics and the second money. So, with the hope that you’re not having dinner as you read, this week we discuss the former while touching on the latter....
Reporting Season: IVE Group (IGL.ASX) & Capitol Health (CAJ.ASX)
SWIFT Retribution: Russian Sanctions & What It Means
Reporting Season: Probiotec (PBP.ASX) & Healthia (HLA.ASX)
Reporting Season: Webcentral (WCG.ASW) & SRG Global (SRG.ASX)
4 Investing Megathemes Worth Watching
Reporting Season: SWM.ASX & MNY.ASX
Ukraine: Oversimplifying a Complex Situation & What It Means For Markets
3 Picks for an Inflationary Environment
Politics, Trust and Investing: Our Greatest Risk?
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.No Results Found
Stay Informed with TAMIM Market and Stock Insights
Managing investments requires more than data; it requires a personal touch. Read about us to understand our investor-first approach. If you’d like deeper insights into the stock market in Australia, contact the TAMIM team today to begin securing your financial legacy alongside experts you can trust.
FAQs
What kind of stock and market insights does the TAMIM Asset Management website offer?
TAMIM offers various resources, including Stock Stories, Market Insights and economic analysis. We provide specialised coverage of the ASX Reporting Season alongside a curated Weekly Reading List. This ensures access to the deep stock market insights in Australia required to build a robust investment portfolio.
How often are new articles or insights published on the Stock & Market Insights page?
We publish our Weekly Reading List every week to summarise global and local events. Additional market commentary on Australian equities is released as conditions shift or when our analysts identify significant opportunities within specific sectors.
Who is the intended audience for the TAMIM Stock & Market Insights content?
Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
What topics are covered by TAMIM’s Stock & Market Insights?
We cover macroeconomic trends, sector-specific analysis and behavioural finance. Our experts examine everything from interest rates to fintech innovations. This comprehensive approach to market insights for investment in Australia helps you understand the drivers behind market fluctuations.
How can I subscribe to receive updates from TAMIM’s Stock & Market Insights?
Subscribe to our Australian equities insights newsletter via the sign-up section. You will receive weekly reports and featured stock stories, ensuring professional perspectives are delivered directly to your inbox every week.
Are the insights on TAMIM’s site general information or personalised financial advice?
All content is general information and not personalised financial advice. It is prepared without considering your personal objectives, financial situation or needs. We strongly recommend that you consult with a qualified financial adviser before making any investment decisions based on the information provided.
Investing in ASX Sectors
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.