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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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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... Imagine you’re offered two investments: one is a company with strong financials and a clear market advantage, but a mediocre leadership team; the other is a company with average metrics but led by visionary operators who’ve repeatedly shown they can turn lemons into... We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the... As the global energy puzzle grows more complex, investors are confronting a critical inflection point: the economic cost of the energy transition is rising, public patience is thinning, and traditional industrial titans are bearing the brunt of an increasingly...
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
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
Rebuilding Trust in Infrastructure: Why the New Global Order Will Be Made of Concrete, Code, and Cables
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
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... Imagine you’re offered two investments: one is a company with strong financials and a clear market advantage, but a mediocre leadership team; the other is a company with average metrics but led by visionary operators who’ve repeatedly shown they can turn lemons into... We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the... As the global energy puzzle grows more complex, investors are confronting a critical inflection point: the economic cost of the energy transition is rising, public patience is thinning, and traditional industrial titans are bearing the brunt of an increasingly...
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
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
Rebuilding Trust in Infrastructure: Why the New Global Order Will Be Made of Concrete, Code, and Cables
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
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,... A new and insidious form of recession is brewing, not one born from financial system failure or natural market cycles, but from policy-driven paralysis. At its heart lies an erratic trade strategy, where punitive tariffs are wielded as a bargaining chip in... The past week has seen global markets whipsaw amid the latest U.S. tariff announcements, with Australian equities caught in the crosscurrents. Initially, global equities shed over $5.4 trillion in value following sweeping U.S. tariffs on imports, sending the S&P... In a recent episode of the All-In Podcast, Scott Bessent, the newly appointed U.S. Treasury Secretary under President Donald Trump, provided deep insights into the economic challenges facing the United States. The conversation, hosted by Chamath Palihapitiya, and... Inflation. It’s a term thrown around by newsreaders and politicians, often with a tone of fear. But what does it really mean for Australians? More importantly, what’s happening right now in the United States, and how will that impact us here? As Australians, we need... The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with... Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
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
The Uncertainty Recession: When Policy Paralysis Threatens Real Growth
Tariffs and the ASX: What the U.S. Backflip Means for Investors
Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
Understanding Inflation and the Economy: A View from Australia
Capitalising on Market Cycles: Lessons from February’s Volatility
The Global Investment Shake-Up: Where to Find Opportunities in 2025
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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.