Robert Swift presents 4 short videos on the impact of the withdrawal from Zero Interest Rate Policies on financial stocks, infrastructure, geographic segments and asset allocation. As global central backs commence the process of normalising rates we will see the...
Global Equities
The RBA’s Conundrum
This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the recent RBA decision to yet again leave rates as they are. Have they made the right call? Should they have made a change? The RBA's Conundrum Guy Carson Earlier this...
Australian vs. Global banks – Which should I own?
Robert Swift and Roger McIntosh compare local and international banks. Does it make sense to own the behemoths that dominate the Australian market? Are you unknowingly doubling down on exposure to the Australian property market? Australian vs. Global banks – Which...
Why do you need equity income?
Scott Maddock reviews the current interest rate environment and the outlook for rates. Given the view that rates will increase but that they will do so at a slower rate than most expect, Scott discusses three portfolio holdings that he believes will continue to...
High Quality – A Shopping List
We take a look at the "shopping list" of qualities our small cap team look for in making an investment. They run through each and provide a stock example to illustrate their point. High Quality - A Shopping List Summary: Within our team we are focused upon investing...
Investment Thematic: Robots, Demography, and ‘virtual world’ for seniors
This week Robert Swift takes a look at an investment thematic - Japan and robotics. What does this mean going forward? Where do the opportunities lie? Investment Thematic: Robots, Demography, and 'virtual world' for seniors Robert Swift This piece is on Japan. It...
Stock Report – Randstad Holding NV (RAND.AMS)
Karl Hunt & Roger McIntosh, of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), take a look at portfolio holding Randstad Holding HV. Stock Report - Randstad Holding NV (RAND.AMS) Karl Hunt & Roger McIntosh Randstad Holding NV...
Stock Picking – Macy’s (M.NYSE)
Reporting Season is well and truly underway in Australia. With this in mind we asked our Australian managers to provide a preview for the coming weeks. Here the managers of the TAMIM Australian Equity Small Cap IMA reveal what they expect to see. Robert Swift, head of...
TAESC 2017 Half Year Reporting Season Preview
Reporting Season is well and truly underway in Australia. With this in mind we asked our Australian managers to provide a preview for the coming weeks. Here the managers of the TAMIM Australian Equity Small Cap IMA reveal what they expect to see. TAESC 2017 Half Year...
TAEACV Reporting Season Preview
Reporting Season is well and truly underway in Australia. With this in mind we asked our Australian managers to provide a preview for the coming weeks. Here Guy Carson , manager of the TAMIM Australian Equity All Cap Value, reveals what he expects to see. TAEACV...
Australian Outlook 2017: Beware the two speed economy
Guy Carson presents his outlook for the 2017 year. WA and Queensland are potential economic problem areas which could have an impact on your banking investments, read on to find out the sector and investments that we believe you need to be focusing on in 2017....
Trump vs Hillary – Immunising the Portfolio
In the lead up to Brexit Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), took the view that one could effectively immunise a portfolio from the effects of potentially massive global economic events like Brexit or the...