Investing in Shares

The Logical Next Step To Prolonging The Resources Boom?

1 Jul 2020Resources, Stock Insight

This week we continue our exploration of the energy thematic and look at another (perhaps misunderstood) sector, nuclear, and the potential for uranium as an investment. First let me start with a disclaimer, since I am particularly passionate about this topic it might...

10 Principles to Invest By

1 May 2020Investment Philosophy, Market Insight

We have always said that it is important to take time and revisit the basics every now and then. Living and breathing the markets day in, day out can let us lose sight of these basics, not seeing the forest for the trees if you will. It is often the simplest things...

2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook

2 Feb 2020Market Insight

Robert Swift takes a brief look at the year that was 2019 and casts his eye toward 2020. What should we expect to see and where might we find risk appropriate returns?   Equity returns were strong in 2019 with major markets rising between 25 - 30% in US$ terms....

Who wins in an age of electricity powered vehicles?

17 Dec 2017Resources, Stock Insight

Robert Swift takes a look at the electric vehicle phenomenon and takes a look at how his TAMIM individually managed account strategy is looking to take advantage of this increasingly potent thematic. Our one source of energy The ultimate discovery Electric blue for me...

Evidente – The RBA Rings the Bell

5 Dec 2017Market Insight

This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. This article was originally penned on October 13, 2017. The RBA's biannual Financial Stability Review (FSR) has become essential reading since the...

Royal Commission into Banks

5 Dec 2017Bank, Fintech, Market Insight

This week Robert Swift digs into the recently announced Royal Commission. Today the Australian government announced there would be a Royal Commission established to investigate the banking industry. This was done on receipt, by Treasury, of a letter from ‘the big 4’...

Evidente – Bernanke points to a new dawn

20 Nov 2017Market Insight

This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. This article was originally penned on October 16, 2017. ​In a recent research paper, former Chair of the Federal Reserve, Mr Ben Bernanke, proposes price...

A market of misunderstood problems and opportunities

20 Nov 2017Market Insight

This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into ​a market of misunderstood problems and opportunities. We have argued for a while that Japan has not ‘suffered from’...

It’s not all about the stocks: how we manage risk

13 Nov 2017Investment Philosophy, Market Insight

Guy Carson, manager of the TAMIM Australian All Cap Value portfolio, has had an excellent year to date. This success has come from not only picking good stocks but also from managing the portfolio risk when he occasionally picks the wrong stock. This week, to...

SPECIAL: Presidential Reactions​

10 Nov 2017Market Insight

In the wake of the US Election result yesterday, we at TAMIM have asked a couple of the managers we partner with to give us a few quick reactions and thoughts on where they see opportunity now that President Donald J Trump  is a reality. In the wake of the US Election...

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