6 Feb 2025Stock Insight, Technology
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...
4 Feb 2025Global Tech, Webinar Snippets
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...
12 Dec 2024Market Insight, Technology
Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and...
5 Nov 2024Global Tech, Webinar Snippets
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, breaks down Alphabet’s impressive Q3 earnings and the cutting-edge tech innovations driving its growth. From revenue surges to AI advancements like Gemini and Waymo’s autonomous...
5 Nov 2024Global Tech, Webinar Snippets
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, delves into Meta's impressive Q3 earnings and the technological advancements propelling its growth. Learn about the company's AI initiatives, including the Meta AI chatbot, which has...
5 Nov 2024Global Tech, Webinar Snippets
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, delves into Tesla's impressive Q3 earnings and the technological advancements propelling its growth. Learn about the company's strategic focus on autonomous driving technology, including...
24 Oct 2024Energy, Stock Insight, Technology
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...
17 Oct 2024Resources, Stock Insight, Technology
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...
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