As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in...
Robert Swift
AI’s Power Surge: Overlooked Opportunities of a Tech-Driven Future
The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide readers with useful topical information but less than the overload and...
Stock Spotlight: Unearthing Value in eBay
This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should need no introduction to most Australians (at least...
Japan’s Post-COVID Normal & Decoding Central Bank Speak
In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of “ultra loose” monetary policy since the Global Financial Crisis (GFC), as...
Market Leaders: Why We Own Microsoft
Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in workplaces, schools and homes. Professionals peruse LinkedIn...
All Time Highs: Japan’s Revival
On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary boom in asset prices through the 1980s that...
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a title its shareholders must be loving. The NVDA share price has risen a staggering 19 times...
Insurance: A Rare Winner from Higher Interest Rates?
It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you...
Top 3 International Shares for 2024
Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking...
Japan: Is Now the Time to Invest?
Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that...
UBS: One of the Best Deals in History
UBS: One of the Best Deals in History 14/9/2023 One of the biggest fallouts from the banking crisis earlier this year was the merger between Swiss banking giants UBS (SWX: UBSG) and Credit Suisse. Following heavy pressure from authorities worried that Credit...
NVIDIA Delivers Blowout Earnings – Is it Enough?
NVIDIA Delivers Blowout Earnings – Is it Enough? 31/8/2023 The anticipation was beyond high going into NVIDIA’s 2Q 2023 earnings result last week. Artificial Intelligence, or AI, has been the phrase on everyone’s lips in the investment community since the...