A Market in Turmoil, A Future in Motion In February 2025, global technology markets were rocked by one of the sharpest momentum-driven selloffs in recent memory. A convergence of tariff shocks, geopolitical tensions, and algorithmic unwinds led to indiscriminate...
tech shares
The Global Investment Shake-Up: Where to Find Opportunities in 2025
Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer...
Tech & AI Power Plays: Key Insights from Marc Andreessen
In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades....
Global High-Conviction Portfolio Picks for 2025
As we enter 2025, the global economy continues to evolve, presenting a mix of challenges and opportunities for investors. While inflationary pressures, geopolitical shifts, and technological advancements shape the financial landscape, they also create avenues for...
Global Tech Fund: 2025 Stock to Watch – NYSE: ATKR
Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and...
TAMIM Global Tech and Innovation – Pillars of Power
Governments serve as the driving force, utilising three key aspects as pillars of power with leadership in these pillars defining the winners of the new global order. What are the pillars of power and why are they the focus sectors for our Global Tech and Innovation...
TAMIM Global Tech and Innovation – Just how big is the tech industry?
We evaluate just how big the tech sector is and the exponential rate it is growing. Is there still time to capitalise on this opportunity? Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
TAMIM Global Tech and Innovation – Technology – Pillar of Power
Technology is no longer a luxury but a necessity. Explore the insights of experts on how technology plays a crucial role in ensuring national security. Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.