Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago. Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and...
Investment Philosophy
Reporting Season: The unanswered questions
Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are travelling and, in some cases, what their outlook is for the year ahead. As a result, February and August...
Being early is the same as being wrong… or is it?
This week Robert Swift examines one of the more costly mistakes of the TAMIM Global Equity High Conviction portfolio so far this year. We still believe the investment thesis for Macy's to hold but this experience underlines the significance of timing on short-term...
New financial year – Asset allocation update
Robert Swift provides an update on his stance on asset allocation having just ticked over into the new financial year. An update from our asset allocation models. One of the most important decisions is how to allocate your money across different asset classes –...
Positioned for Brexit
Robert Swift talks about how the TAMIM Global Equity High Conviction IMA is positioned heading into the Brexit vote and in particular reviews our 3 London listed investments. This week we republish an article written by Robert Swift, the Chief Investment Officer of...
How much risk is there in my passive strategy?
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...
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...