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.
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.
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?
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.
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.
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.
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.