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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 insights across different categories to stay ahead in the evolving landscape of investments.

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Australian Supermarkets: The death of a duopoly

3 May 2017Consumer Staples, Market Insight

This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Australian supermarkets, the prevailing duopoly, incoming competition from ALDI, Costco and Amazon and how the future looks for this sector. Australian Supermarkets:...

Accessing IPOs and Capital Raisings

27 Apr 2017Market Insight

We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from...

North Korea – “Buy on the cannons; sell on the trumpets”

20 Apr 2017Market Insight

Robert Swift takes a look at the sideshow that is North Korea. We do not believe that North Korea impacts global economic fundamentals and that any short term dips that it may create in markets are good opportunities for us to purchase assets we would like to hold...

Australian Banks: The death of a 25 year bull market

20 Apr 2017Market Insight

This week Guy Carson takes a look at the Australian banking sector, how it generates profit, how this has operated historically and what the outlook is going forward. Guy argues that the tailwinds aiding bank profitability over the last 25 years may be coming to an...

How Will Normalising Interest Rates Impact your Investment Decisions?

13 Apr 2017Stock Insight

Robert Swift presents 4 short videos on the impact of the withdrawal from Zero Interest Rate Policies on financial stocks, infrastructure, geographic segments and asset allocation. As global central backs commence the process of normalising rates we will see the...

The RBA’s Conundrum

6 Apr 2017Market Insight

This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the recent RBA decision to yet again leave rates as they are. Have they made the right call? Should they have made a change? The RBA's Conundrum Guy Carson ​Earlier this...

Australian vs. Global banks – Which should I own?

6 Apr 2017Bank, Market Insight

Robert Swift and Roger McIntosh compare local and international banks. Does it make sense to own the behemoths that dominate the Australian market? Are you unknowingly doubling down on exposure to the Australian property market? Australian vs. Global banks – Which...

Australian Supermarkets: The death of a duopoly

3 May 2017Consumer Staples, Market Insight

This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Australian supermarkets, the prevailing duopoly, incoming competition from ALDI, Costco and Amazon and how the future looks for this sector. Australian Supermarkets:...

Accessing IPOs and Capital Raisings

27 Apr 2017Market Insight

We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from...

North Korea – “Buy on the cannons; sell on the trumpets”

20 Apr 2017Market Insight

Robert Swift takes a look at the sideshow that is North Korea. We do not believe that North Korea impacts global economic fundamentals and that any short term dips that it may create in markets are good opportunities for us to purchase assets we would like to hold...

Australian Banks: The death of a 25 year bull market

20 Apr 2017Market Insight

This week Guy Carson takes a look at the Australian banking sector, how it generates profit, how this has operated historically and what the outlook is going forward. Guy argues that the tailwinds aiding bank profitability over the last 25 years may be coming to an...

How Will Normalising Interest Rates Impact your Investment Decisions?

13 Apr 2017Stock Insight

Robert Swift presents 4 short videos on the impact of the withdrawal from Zero Interest Rate Policies on financial stocks, infrastructure, geographic segments and asset allocation. As global central backs commence the process of normalising rates we will see the...

The RBA’s Conundrum

6 Apr 2017Market Insight

This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the recent RBA decision to yet again leave rates as they are. Have they made the right call? Should they have made a change? The RBA's Conundrum Guy Carson ​Earlier this...

Australian vs. Global banks – Which should I own?

6 Apr 2017Bank, Market Insight

Robert Swift and Roger McIntosh compare local and international banks. Does it make sense to own the behemoths that dominate the Australian market? Are you unknowingly doubling down on exposure to the Australian property market? Australian vs. Global banks – Which...

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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.