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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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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... Continuing our thematic review of TAMIM’s high-conviction holdings, Part Two explores three businesses operating at the crossroads of technology, infrastructure, and financial services. These companies combine scalable platforms, robust balance sheets, and strategic... 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 market increasingly driven by headlines and hype, true investment opportunities often lie beneath the surface hidden in quality businesses trading below their intrinsic value. TAMIM Asset Management’s Global High Conviction portfolio is built on that very... In an environment dominated by uncertainty, volatility, and shifting macro narratives, long-term investors must look beyond the noise to find quality businesses with structural tailwinds and undervalued potential. TAMIM Asset Management has long held the view that... 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...
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
Part 2 – Strategic Growth: TAMIM’s 2025 Picks in Infrastructure, Tech & Fintech
Tariffs and the ASX: What the U.S. Backflip Means for Investors
Three Global Stocks to Watch in 2025: Value, Innovation, and Resilience
Part 1 – Essential Value: TAMIM’s 2025 Stock Picks in Healthcare, Insurance & Payments
Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
Understanding Inflation and the Economy: A View from Australia
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... Continuing our thematic review of TAMIM’s high-conviction holdings, Part Two explores three businesses operating at the crossroads of technology, infrastructure, and financial services. These companies combine scalable platforms, robust balance sheets, and strategic... 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 market increasingly driven by headlines and hype, true investment opportunities often lie beneath the surface hidden in quality businesses trading below their intrinsic value. TAMIM Asset Management’s Global High Conviction portfolio is built on that very... In an environment dominated by uncertainty, volatility, and shifting macro narratives, long-term investors must look beyond the noise to find quality businesses with structural tailwinds and undervalued potential. TAMIM Asset Management has long held the view that... 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...
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
Part 2 – Strategic Growth: TAMIM’s 2025 Picks in Infrastructure, Tech & Fintech
Tariffs and the ASX: What the U.S. Backflip Means for Investors
Three Global Stocks to Watch in 2025: Value, Innovation, and Resilience
Part 1 – Essential Value: TAMIM’s 2025 Stock Picks in Healthcare, Insurance & Payments
Scott Bessent on the All-In Podcast: A Comprehensive Analysis of U.S. Economic Policy
Understanding Inflation and the Economy: A View from Australia
On his 94th birthday, Warren Buffett, the "Oracle of Omaha," remains one of the most respected and influential figures in the world of finance. While many might choose to slow down in their later years, Buffett continues to captivate investors with his timeless wisdom... Market sentiment is a powerful force that often drives fluctuations in stock prices and market volatility, sometimes overshadowing the actual business fundamentals. While sentiment can be a useful gauge of market mood, relying on it to make investment decisions... In the world of investing, the difference between success and mediocrity often boils down to how deeply one thinks about opportunities and risks. Howard Marks, co-founder of Oaktree Capital Management, is renowned for his deep insights into market behavior, and one of... As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the... Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,... As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of... Based on our recent highlights, takeovers at the smaller end of the ASX tend to avoid lengthy, drawn-out scenarios due to the simplicity of business scale and fewer regulatory hurdles. We’ve seen a number of examples within the TAMIM portfolios including Atturra's... In recent years, the trend of deglobalisation and “reshoring”—bringing manufacturing production back home to the US—has gained momentum. This shift is accelerating due to the Biden administration’s investments, tax incentives, and a tougher stance on China’s... Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to...
Warren Buffett at 94: Reflections on His Legacy and Lessons for Investors Today
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
The Power of Second-Level Thinking: Beyond the Obvious in Investing
Riding the AI Waves: A New Era for Tech, Energy and Money
Don’t Lose Gains: The Illusion of Pessimism
Understanding the Latest CPI Data: Is Inflation Moderating?
High-Stakes Takeovers: Bapcor Turns Down Bain Capital’s Offer
Re-Born in the USA: Who will Benefit from the Reshoring Trend?
Seizing the Moment: Why Now is the Time to Invest in Japan
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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.