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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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Let’s start with a bold premise: if we’re serious about building the infrastructure of the future, one that can support the exponential demands of AI, digital transformation, and decarbonisation, then we need to stop tiptoeing around nuclear energy. The power needs of... When Pizza Meets Pivot Domino’s Pizza Enterprises (ASX: DMP) has long been a household name in Australia and beyond. From its humble beginnings to becoming a dominant player across the Asia-Pacific and European markets, Domino’s built its brand on one simple idea:... When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the... 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... In the world of superannuation, the battle lines have long been drawn between Self-Managed Super Funds (SMSFs) and Industry Super Funds. One side touts scale, simplicity, and passive investing prowess. The other champions control, flexibility, and tailored strategies.... In a market environment where capital is scarce and investors are hunting for profitable, cash-generative growth stories, EROAD Limited (ASX/NZX: ERD) has emerged from the shadows. The company's FY25 results mark a turning point, not just for its financials, but for... 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...
Powering the Future: Japan’s Nuclear Utilities and the AI Energy Squeeze
Domino’s Pivot: From Flat Sales to Hot Prospects
Copper, Tariffs and Opportunity: A New Age of Resource Realignment
Betting on the Future: Why Marc Andreessen’s Vision Matters for Investors
SMSFs vs Industry Super: Is the Tide Quietly Turning?
EROAD: From Grit to Growth – A Telematics Turnaround Worth Watching
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
Let’s start with a bold premise: if we’re serious about building the infrastructure of the future, one that can support the exponential demands of AI, digital transformation, and decarbonisation, then we need to stop tiptoeing around nuclear energy. The power needs of... When Pizza Meets Pivot Domino’s Pizza Enterprises (ASX: DMP) has long been a household name in Australia and beyond. From its humble beginnings to becoming a dominant player across the Asia-Pacific and European markets, Domino’s built its brand on one simple idea:... When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the... 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... In the world of superannuation, the battle lines have long been drawn between Self-Managed Super Funds (SMSFs) and Industry Super Funds. One side touts scale, simplicity, and passive investing prowess. The other champions control, flexibility, and tailored strategies.... In a market environment where capital is scarce and investors are hunting for profitable, cash-generative growth stories, EROAD Limited (ASX/NZX: ERD) has emerged from the shadows. The company's FY25 results mark a turning point, not just for its financials, but for... 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...
Powering the Future: Japan’s Nuclear Utilities and the AI Energy Squeeze
Domino’s Pivot: From Flat Sales to Hot Prospects
Copper, Tariffs and Opportunity: A New Age of Resource Realignment
Betting on the Future: Why Marc Andreessen’s Vision Matters for Investors
SMSFs vs Industry Super: Is the Tide Quietly Turning?
EROAD: From Grit to Growth – A Telematics Turnaround Worth Watching
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
Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and... The contentious proposal to tax unrealised capital gains on superannuation balances exceeding $3 million has been officially abandoned for this year, marking a significant development for SMSF trustees and the broader superannuation sector. The government’s Treasury... Investing as a "sophisticated investor" opens the door to unique opportunities and benefits, but it also comes with responsibilities and risks that are not often understood. At TAMIM Asset Management, we believe that informed decisions form the cornerstone of... The Superannuation Industry (Supervision) Act 1993 (SIS Act) is complex, and navigating its intricacies requires a clear understanding of trustee responsibilities, regulatory requirements, and governance standards. When dealing with such complex matters, the courts... In the wake of the recent U.S. election and Donald Trump's return to the White House, global market sentiment remains cautiously optimistic; however, there is widespread speculation regarding the potential impacts on international trade and diplomacy. While many... In this 3-part series, we will explore trends within the global and Australian gambling industry. In Parts 2 and 3, we’ll highlight 3 small-cap stocks on the ASX that we believe offer the best upside in a consolidating industry. With the Melbourne Cup now behind us,... Following Donald Trump’s 2024 victory and the Republican control of the Senate and likely the House, substantial shifts are expected across the U.S. economic landscape. With a stronger Republican legislative presence, Trump’s pro-business and deregulatory policies are... The recent 16th BRICS Summit in Kazan, Russia, was a mix of strategic ambition and political posturing. Officially themed “Strengthening Multilateralism for Fair Global Development and Security,” the summit aimed to promote intra-bloc trade and security cooperation.... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both...
Global Tech Fund: 2025 Stock to Watch – NYSE: ATKR
Taxing Unrealised Gains: Update on Proposed Legislation and What It Means for SMSFs
The Sophisticated Investor Test: What It Is and Why It Matters
The Importance of Trustee Roles in SMSF Administration: A Case Study
Could China’s Path to Stability be an Investor’s Opportunity?
Part 1: Investing in the Future of Gambling
How the 2024 U.S. Election of Donald Trump May Shape Economic and Sectoral Performance
BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
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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.