TAMIM Global Equity High Conviction IMA Update

Robert Swift, the Chief Investment Officer of the TAMIM Global Equity High Conviction IMA portfolio presents 4 short videos on the impact of the withdrawal from Zero Interest Rate Policies on financial stocks, infrastructure, geographic segments and asset allocation. As global central backs commence the process of normalising rates we will see the investment landscape change, Robert provides his thoughts on how best to navigate global investment markets.

TAMIM Global Equity High Conviction IMA Update
Robert Swift
- March 2017 -

Financials:

Infrastructure & Industrials:

Japan:

Asset Allocation:

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