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Guy Carson examines the current state of valuations in the Australian market. Some might argue that more than just a couple of stocks are looking a bit pricey.
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Robert Swift looks at the lack of diversification in not only the Australian market but also emerging markets. He presents an often misunderstood and underutilised alternative.
The TAMIM Australian Equity Small Cap team take a look at their approach to value investing. They lay out fourteen basic tenets that guide their investing while providing a number of accompanying examples.
TAMIM Joint Managing Director Darren Katz takes a look at the financial world in month passed.
Sometimes I get the feeling that I am harping on a subject. This is normally accompanied by my kids rolling their eyes at me when they don't think I can see them. Well at the risk of repeating myself, volatility is back! The first quarter of 2018 was tough from a long only equity investment perspective but the second quarter reversed the negative returns and delivered good returns for investors that remained invested. Guy Carson re-examines the yield stocks he presented over a year ago and provides an update on the list.
Australian equity investors are obsessed with dividends and with good reason. Over the last decade, the benchmark return has been dominated by them. A big reason for this is that compared to global peers, our largest companies pay out a significant proportion of their earnings. Unfortunately this means they retain less capital for growth. Kevin Smith, portfolio manager for the Asian Small Cap IMA reviews his 25 year history of investing into Chinese shares. Given the current interest in Chinese equities we thought the article was a timely primer to educate global investors on the history of the Chinese equity markets.
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