When investing it is important to not only be aware of what is happening in your own local market but also the myriad of markets around the world that interact and influence it. One must understand the trends and implications both locally and globally. Global markets continued their upward trajectory and held momentum through March. The most newsworthy stories have been that the May government narrowly avoided the cliff edge with a deadline extension for Brexit negotiations and economic data out of China showing some surprises to the upside. The Chinese government continues to incrementally deliver stimulus to the economy and credit conditions continue to ease up, which we would suggest is the biggest leading indicator of aggregate demand in the short run. This bodes particularly well for the broader emerging markets in the Asia Pacific and Australia where elections will continue to dominate the headlines until the end of May.
Investing can be very difficult yet highly rewarding pass time. At TAMIM we work with highly skilled investment managers on a daily basis and we thought it would be interesting to understand their views on investing. We have posted their top tips for investing below.
Following a successful visit by the TAMIM Alpha Fund team, we thought it would be a good idea to dig into the historic, economic, and political background of the opportunity they seek to exploit. All of us are familiar with the saying ‘necessity is the mother of all innovation’ and nowhere is this more applicable than the land of Zion. The remarkable feats achieved by this small, industrious nation over the past few decades speak for themselves.
It is quite fine to chase and expect returns, after all, that is one reason we invest, It is however important to understand the risk we are taking to generate the returns we expect. We take a look at risk and try to understand the best way to approach taking risk in this current volatile or at least uncertain market environment.
Warren Buffet is regarded as the greatest investor of all time. He is also credited with some of the best sayings and clichés as highlighted in his book “Warren Buffet Speaks”. Over the years we have coined and heard some sayings that we believe are applicable to investors today, and this week we share some of those here and our own interpretation.
Markets & Commentary
At TAMIM we are committed to educating investors on how best to manage their retirement futures.
Sign up to receive our weekly newsletter:
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.