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Market Insights

What do premium art, tech stocks and agricultural assets have in common?

28/5/2020

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What do premium art, technology stocks and agricultural assets have in common? This might sound like a rather ridiculous notion to explore but bear with us for a little and it will hopefully make a little more sense. 

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Protests in Hong Kong and the Impact on Equity Market Returns

27/5/2020

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Kevin Smith takes a look at some of the political issues that have contributed to mass protests in Hong Kong and the impact on the risk and return characteristics of the local equity market in the short and long-term.

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Counting on a cure, have we rallied too soon?

19/5/2020

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We seem to be saying it all the time but what a way to start the week, from the potential for a vaccine by Moderna which prompted a solid rally across risk assets to some rather optimistic rhetoric coming from the rainmaker-in-chief, the Fed chairman, Jerome Powell. We’ve also seen stimulus across both the fiscal and monetary side of the equations to a tune that is, to us at least, rather unprecedented in recent history. So where does this leave us? Is it time to be buying equities in the hopes of a v-shaped or w-shaped or u-shaped or any-other-shaped recovery that the pundits are calling or are we better off waiting? 

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Benefiting from the Age of Efficient Corporate Management inĀ  Japan

15/5/2020

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Kevin Smith takes a look at some of the long-term business management trends in Japan and the impact on reported profits and balance sheets.  After two decades of reducing debt, corporate Japan is in a strong position versus their international competitors in a world of Covid-19.

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Has The Government Done a Good Job?

12/5/2020

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This week was rather eventful in the domestic space, both from an economic and policy perspective. And so we thought it might be worthwhile to firstly give credit where it's due and second understand the key lessons and takeaways through this crisis both from an investment and normative perspective. 

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10 Principles to Invest By

7/5/2020

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​We have always said that it is important to take time and revisit the basics every now and then. Living and breathing the markets day in, day out can let us lose sight of these basics, not seeing the forest for the trees if you will. It is often the simplest things that remain consistent for a longer time horizon. To crystallise things a little, we would like to go back and explain some things to our 21 year old selves with particular reference to some rules of thumb about how to think about finances and financial independence. 

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​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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