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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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Challenging Conditions, Selective Opportunity The Australian CBD office sector finds itself at a crossroad. Amid rising interest rates, shifting tenant behaviours, and growing operational costs, market sentiment has soured. Yet, beneath the headlines of falling values... 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... Powering the Global Shift to Renewables with Energy One In Part 2 of our Small Cap Energy Transition Playbook, we continue identifying ASX-listed companies providing the critical infrastructure and technologies supporting the move to a net-zero economy. Following our... Investing in Australia's Energy Infrastructure Backbone In this three-part series, we outline the Tamim investment framework for identifying ASX-listed companies that provide the critical infrastructure, software, and services enabling the global energy transition.... 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...
Cracks in the Façade: Reassessing Value and Opportunity in Australia’s CBD Office Market
Nobody Knows: Why Embracing Uncertainty is the Smartest Move Investors Can Make
The Small Cap Energy Transition Playbook – Part 2
The Small Cap Energy Transition Playbook – Part 1
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
Challenging Conditions, Selective Opportunity The Australian CBD office sector finds itself at a crossroad. Amid rising interest rates, shifting tenant behaviours, and growing operational costs, market sentiment has soured. Yet, beneath the headlines of falling values... 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... Powering the Global Shift to Renewables with Energy One In Part 2 of our Small Cap Energy Transition Playbook, we continue identifying ASX-listed companies providing the critical infrastructure and technologies supporting the move to a net-zero economy. Following our... Investing in Australia's Energy Infrastructure Backbone In this three-part series, we outline the Tamim investment framework for identifying ASX-listed companies that provide the critical infrastructure, software, and services enabling the global energy transition.... 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...
Cracks in the Façade: Reassessing Value and Opportunity in Australia’s CBD Office Market
Nobody Knows: Why Embracing Uncertainty is the Smartest Move Investors Can Make
The Small Cap Energy Transition Playbook – Part 2
The Small Cap Energy Transition Playbook – Part 1
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
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... While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from... While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. One such sector is Defence, where... Sometimes the macroeconomic outlook changes like the weather, and investors find themselves sailing in a crosswind of uncertainty. The Reserve Bank of Australia (RBA) is ensnared in a catch-22 dilemma: whether to raise rates to tame inflation and risk plunging the... In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond... As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in...
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
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Navigating the Tug of War Between Interest Rates and Inflation
AI Real Estate and the Importance of Data Centres
Power Play: Investing In Energy For Innovation
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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.