Robert Swift highlights TAMIM's investment approach, focusing on a diversified portfolio of 95-120 global companies that capitalise on emerging trends. He discusses the need for Australian companies to shift focus from high dividend payouts to reinvesting in growth....
Is U.S. grid modernisation the next big investment opportunity? Robert Swift highlights the rising demand from data centers and renewables, pointing to companies like Emcor, Quanta, and Hitachi as key beneficiaries. He also underscores nuclear energy’s growing role,...
Is China’s market poised for a breakthrough? Robert Swift explores the potential value hidden in its stagnant stock index, pointing to growth potential with government stimulus. He highlights opportunities in retail-driven sectors, safer indirect investments like...
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...
Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
Notifications
