This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market...
In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump is a reality. In the wake of the US Election...
