Global Equities

Energy Markets: Shortages, Assumptions and Bottlenecks

Energy Markets: Shortages, Assumptions and Bottlenecks

This week we take a dive into energy markets, in particular the likely medium to long term outlook for the sector. We have previously written on the potential dislocations both in uranium spot prices (which we wrote off last year) and the potential upward trajectory...

3 Aussie Lithium Stocks To Watch

3 Aussie Lithium Stocks To Watch

A few weeks ago we covered a key holding in the TAMIM Global Mobility portfolio, a fully integrated lithium company called Albemarle (ALB.NYSE) that is poised to benefit from increased production of electric vehicles. This week we revisit lithium and take a look at...

Inflation, Equities & Allocation: What’s Going On?

Inflation, Equities & Allocation: What’s Going On?

Speaking to prospective and actual clients everyday, we get a fair sense and understanding as to the pulse of the market. Throughout those conversations, there are often common themes and questions. Among these, first, should we continue to own equities? Second...

This Rare Earths Company is a Rare Opportunity

This Rare Earths Company is a Rare Opportunity

This week we are tackling the subject of rare earths, their applications for electric vehicles and how TAMIM’s Global Mobility strategy aims to benefit. The rare earth elements are composed of a group of seventeen metals that are each just as hard to pronounce as the...

Ore You In or Out? Are BHP, RIO & FMG Worth Buying?

Ore You In or Out? Are BHP, RIO & FMG Worth Buying?

This week we thought it may be pertinent to revisit our thesis around iron ore and in particular look at the big three players given the brutal nature of recent sell-offs of all three. Is it perhaps time to buy? ​A Little Context ​We’ve previously - late last year -...

3 Media Companies That May Be On The Rise Again

3 Media Companies That May Be On The Rise Again

As markets across the globe continue to test record highs - whether it’s equities, property or even these new fangled digital assets that very few people seem to understand - many think there are very few modestly priced opportunities out there. This week we will be...

The Hidden Value In Giants: AMZN & GOOGL

This week we will be writing about two of the heavyweights on the NASDAQ, Amazon (AMZN.NASDAQ) and Alphabet (GOOGL.NASDAQ). While these stocks are always in the headlines, we believe there are parts of these businesses that are stuck in the shadow of their parent...

It’s a Topsy Turvy World

Ahead of his webinar next week (register here), Robert Swift takes a brief look at the state of the world and what it means for the investors out there.  We recently made a plea which fell on deaf ears. Instead of some precautionary monetary tightening, for which we...

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