Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies. How much risk is there in my passive strategy? Robert Swift Investment strategies, where investors simply invest in a fund that tracks a...
Investing in Shares
A Broken Index: Why investors should seek true active management in Australia
This week Guy Carson provides his take on the active vs. passive management debate. Should it even be a debate? A Broken Index: Why investors should seek true active management in Australia Guy Carson Recently Warren Buffett made headlines across the globe by...
35 Years of Australian Interest Rates – Where has it left us?
This week we take a look at the peer-to-peer lending space. In a time when term deposit rates are negligible, is it time to look at alternatives for your income? How can you achieve the income you want while minimising the inevitable increase in risk associated with...
Time to plan for a recession? How to position for it?
This article by Guy Carson was originally published in the Weekend Wealth section of The Australian under the title "Time to plan for recession as household debt crimps spending" Back in 2007, a US economist called Edward E. Leemer published a paper entitled “Housing...
Value – Time to shine on the global stage!
This week Robert Swift takes a look at how growth and value strategies have performed historically and how he sees them performing going forward. There is no “right way” to invest. Many approaches can work and many styles or philosophies (growth, small cap, value,...
Australian Insurance: Is there quality and value?
Guy Carson takes a look at the three major players in the Australian insurance space. How do they work and is there value to found in QBE, IAG and Suncorp? Australian Insurance: Is there quality and value? Guy Carson The Australian General Insurance landscape is...
Income vs. Capital return – managing the trade-off in an income portfolio
Scott Maddock, portfolio manager for the TAMIM Australian Equity Income IMA, takes a look at the trade-off one must account for when aiming to generate income from an equity portfolio. He takes a look at two stocks held to deal with exactly that. Income vs. Capital...
Will the bank levy be passed on?
This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Bank levy announced in Budget 2017. Will the cost be passed on? Will the bank levy be passed on? Guy Carson Four weeks ago we wrote an article entitled Australian...
Berkshire Hathaway AGM – notes from the ground
Robert Swift, of the TAMIM Global Equity High Conviction IMA, was recently invited to attend the ever-popular Berkshire Hathaway AGM. He has taken the time to write some notes on what he found interesting and what he observed. Berkshire Hathaway AGM - notes from the...
Why investors often undervalue simple businesses…
This week the Small Cap team take a look at why investors frequently undervalue a simple but proven business and instead hit for the fences with supposed disruptors. Why investors often undervalue simple businesses Summary: We have noticed that investors often...
Accessing IPOs and Capital Raisings
We take a look at accessing IPO's and Capital raisings. Small investors tend to be locked out of these raisings. In most instances, this is not an issue as the quality of the capital raisings tend to be poor. However, in the case of a strong IPO, you can benefit from...
Australian Banks: The death of a 25 year bull market
This week Guy Carson takes a look at the Australian banking sector, how it generates profit, how this has operated historically and what the outlook is going forward. Guy argues that the tailwinds aiding bank profitability over the last 25 years may be coming to an...