Robert Swift

Power Play: Investing In Energy For Innovation

Power Play: Investing In Energy For Innovation

  Power Play: Investing In Energy For Innovation Date: 24/4/2024 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...

Stock Spotlight: Unearthing Value in eBay

Stock Spotlight: Unearthing Value in eBay

Stock Spotlight: Unearthing Value in eBay 28/3/2024 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...

Market Leaders: Why We Own Microsoft

Market Leaders: Why We Own Microsoft

Market Leaders: Why We Own Microsoft 12/3/2024   ​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...

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival

All Time Highs: Japan’s Revival 7/3/2024 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...

Top 3 International Shares for 2024

Top 3 International Shares for 2024

Top 3 International Shares for 2024 7/2/2024 ​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...

UBS: One of the Best Deals in History

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...

Japan: Is Now the Time to Invest?

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...

NVIDIA Delivers Blowout Earnings – Is it Enough?

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...

Sign Up to Our Weekly Stock Insights

* Indicates required field

Name(Required)

Categories

Popular Topics