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...
Global Equities
TAMIM Global Tech and Innovation – Portfolio Highlights – Top picks for 2025
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...
TAMIM Global Equities – China’s Potential Stimulus, Retail Growth, and Strategic Investments
Is China’s market poised for a breakthrough? Robert Swift explores the potential value hidden in its stagnant stock index, pointing to growth potential with government stimulus. He highlights opportunities in retail-driven sectors, safer indirect investments like...
TAMIM Global Equities – Tariffs, Tax Cuts & Energy: What the U S Government Shift Means for Markets
How will U.S. government shifts reshape markets? Robert Swift examines the potential impact of “Turbo Trump” versus “Tamed Trump,” exploring tariffs as investment tools, tax cuts, energy policy changes, and their influence on inflation and corporate strategies....
From Ideology to Opportunity: The Investment Case for Nuclear Power
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...
Trump’s Re-Election Winners: Key Shares to Watch
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...
Could China’s Path to Stability be an Investor’s Opportunity?
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...
How the 2024 U.S. Election of Donald Trump May Shape Economic and Sectoral Performance
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 Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
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...
Meeting the Challenges of Urban Growth and AI Demands
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...
A Quiet Winner In The Tech Arena
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...
Defence Alliance: The Future of AI-Driven Security
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...