There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is...
Embracing Uncertainty with Smart Allocations Global energy markets today sit at the intersection of volatility, policy shifts, and long-term transformation. From the unpredictability of fossil fuel supply to the growing (but not unchallenged) role of renewables,...
Building Portfolios Around What the World Needs Most In an era marked by energy volatility, digital transformation, and geopolitical uncertainty, the world is investing in one thing above all else: infrastructure. While airports, grids, ports, and data centres might...
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,...
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...
Robert Swift highlights TAMIM's investment approach, focusing on a diversified portfolio of 95-120 global companies that capitalise on emerging trends. He discusses the need for Australian companies to shift focus from high dividend payouts to reinvesting in growth....
In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades....
How can the U.S. reinvigorate private investment and stabilise the green transition? Robert Swift stresses the need to boost domestic investment while balancing renewables with fossil fuels to ensure economic stability. With rising demand for commodities like copper...
Is U.S. grid modernisation the next big investment opportunity? Robert Swift highlights the rising demand from data centers and renewables, pointing to companies like Emcor, Quanta, and Hitachi as key beneficiaries. He also underscores nuclear energy’s growing role,...
As we enter 2025, the global economy continues to evolve, presenting a mix of challenges and opportunities for investors. While inflationary pressures, geopolitical shifts, and technological advancements shape the financial landscape, they also create avenues for...
Are mid-cap opportunities the key to AI’s future? TAMIM targets critical bottlenecks in memory and networking, focusing on optimising connections within and between data centers. Ryan Mahon highlights the companies best positioned to capitalise on these essential...
