A Forgotten Small Cap, Poised for Re-Rating In the underfollowed world of ASX small caps, it’s rare to find a stock that combines deeply discounted valuation, tangible earnings visibility, and the potential for outsized upside. Pioneer Credit (ASX: PNC) is one such...
AI Tokens, Data Demand, and the Small Cap Opportunity Artificial intelligence is no longer confined to research labs or theoretical discussions, it's already reshaping global industries. At the core of this revolution are AI tokens, units of data that fuel the...
Building Portfolios Around What the World Needs Most In an era marked by energy volatility, digital transformation, and geopolitical uncertainty, the world is investing in one thing above all else: infrastructure. While airports, grids, ports, and data centres might...
Introduction: The Case for Real Assets in a Repricing World In the current investment environment, where rates remain elevated, growth forecasts are patchy, and risk sentiment oscillates week-to-week, there’s a growing argument for looking past the noise. At Tamim,...
When the Foundations Shift, Opportunity Emerges The global economy is standing on a precarious sandpile, one built from years of excess leverage, underpriced risk, and political complacency. With each new grain, be it a policy misstep, a rate shock, or a geopolitical...
Challenging Conditions, Selective Opportunity The Australian CBD office sector finds itself at a crossroad. Amid rising interest rates, shifting tenant behaviours, and growing operational costs, market sentiment has soured. Yet, beneath the headlines of falling values...
