This week Robert Swift, the Head of Global Equity Strategies of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), discusses three key investment thematics that investors need to be aware of heading into this years US election.
Investment Thematics
Our 14 Steps to Value Investing
This week we feature the third in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM Australian Equity Small Cap Individually Managed Account (IMA) has returned over 32.7% in...
Low Liquidity – Friend or Foe?
This week TAMIM launches the TAMIM Australian Equity Small Cap Individually Managed Account. This week we start the first in a 3 series set of articles highlighting the advantages of incorporating Small Company shares in your portfolio. The fund underlying the TAMIM...
Stock Watch – Microsoft buys LinkedIn
The fundamental justification for the deal appears reasonable for Microsoft shareholders, however Microsoft has a chequered history of business acquisitions and has paid a very high premium to gain exposure to a social networking channel, albeit one that is more...
The Pain Report
The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead. For example, I believe that the most significant and defining...
Taxing times – A look at Pfizer
This week Robert Swift discusses Pfizer and sheds light on why making investment decisions based on a tax outcome as opposed to an investment outcome is not always optimal. The underlying fund for the TAMIM Global Equity High Conviction IMA, managed by Robert Swift,...
The Weekly Pain Report – It is different this time
The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead. For example, I believe that the most significant and defining...
The “Fasten Seatbelt” Sign Has Been Turned On
“Ladies and gentlemen, the captain has now turned on the seatbelt sign. Please return to your seats and fasten your seatbelts.” When we’re passengers, turbulence often catches us by surprise; it may even evoke fear and anxiety. The pilots and frequent flyers are...