These are unprecedented times. A once-in-a-hundred-year event. Forget the GFC, 1987 crash or any other correction in human history, the world has never shutdown (stopped) in the manner we are experiencing now. With markets down almost 40% in a month, we dare to begin digging for a bottom and look at some of the signs we are looking for.
Covid-19 has triggered a savage sell-off of asset classes across the board. It is too early to make any calls with certainty, but we believe there are already some things to think about from an asset allocation perspective for when the time does come to deploy.
This situation is constantly changing and we will endeavour to maintain communication of our thought processes throughout.
This week we would like to revisit a topic on everyone’s minds, that is the impact of the SARS CoV-2 or Covid-19. With the WHO declaration of a pandemic and emergency, we figured that it might be worthwhile digging a little deeper into the actual virus.
Robert Swift, portfolio manager of the TAMIM Global High Conviction strategy, continues to consider what has been happening around the world these past few weeks. Is it a time to panic or simply remain calm?
This week we take a look at at a couple of things to consider from an asset allocation perspective. These are extraordinary times and sometimes it pays to think both logically and outside the box.
The year 2020 is now certain to be remembered as the year China “sneezed” and the rest of the world “caught a virus”. It is official, the coronavirus (Covid-19) is now a global pandemic. So, this week we take a look at what we know about the virus and why we think investors should capitalise on the current volatility, looking to continue buying good quality companies over the next few weeks and months.
Robert Swift takes some time out to provide his thoughts on the developments of the past week. Between the coronavirus situation and the Russia Saudi oil showdown, there is a lot to unpack.
This past fortnight we have seen a lot of panic buying (mostly toilet paper and pasta) and selling. But why? Are people being rational or just following the herd?
Robert Swift, manager of the TAMIM Global High Conviction strategies, reviews the month that was February from a global perspective and how it impacted his decision making when it comes to his portfolios.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.