Robert Swift, Portfolio Manager of TAMIM Asset Management’s Global High Convictions Portfolio, dives into the contentious global discourse on nuclear power. With the stakes higher than ever due to growing energy demands, environmental challenges, and geopolitical...
In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its...
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...
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 U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions...
As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in...
Qualcomm Incorporated (NASDAQ.QCOM) Qualcomm, short for Quality Communications, is the global leader in mobile connectivity. The company’s hardware and systems are ubiquitous across both Android and Apple handsets with the technology enabling billions of users to...
In an era marked by escalating geopolitical tensions and rapid technological advancements, certain companies have gained prominence due to their strategic importance and innovative capabilities. The ongoing conflicts in regions like Eastern Europe and the Middle East...
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...
Tesla is a mega cap company with a long-term vision to change the world through its innovative technologies. Known for its game changing electric vehicles and advanced software, led by the enigmatic Elon Musk, the company’s story is as much about its technological...
The arrival of artificial intelligence (AI) into the mainstream has taken the investing world by storm. AI demands vast amounts of data and immense computing power to perform complex tasks. This has led to a rapid escalation of AI-related stocks, with Nvidia (NASDAQ:...
With June 30 now in the rear vision window, we suspect your attention has turned to digging up old receipts and preparing your tax returns. For the global fund, the date represents an important milestone to review our performance for the financial year; what went...
