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Market Insights

5 Reasons We Are Bullish On Australian Equities

24/7/2019

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Ron Shamgar takes a quick look at five reasons he is currently bullish on the Australian equity market in spite of its recent run. With the significant intervention we are currently seeing into financial markets by both government and the central bank, Ron discusses his views on the equity market and the key top down drivers of potential return over the remainder of the calendar year.

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Good Companies Not Always Good Investments

24/7/2019

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This week we present a piece by Joey Mui, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining why good companies do not always necessarily make good investments.

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Chasing El Dorado - Where to for Gold?

18/7/2019

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One of the most divisive issues in the world of investing is the place of gold and whether there is any value in having some exposure within a portfolio.

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Improving Returns for Shareholders in Japan

15/7/2019

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Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights the improving returns for shareholders in Japan over recent years and explains why Japan deserves consideration for inclusion in your global equity exposure.

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Paying Up or Paying Out: The reason you should stay invested

11/7/2019

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With many investors running to so-called defensive assets (with ever diminishing returns), this week we look at why it pays to stay invested in equity markets. 

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Death By 1000 Cuts? What The RBA's Decision Means To Investors

4/7/2019

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​So here we are, official interest rates are now at 1% with a further 25bps cut possible in August which would take the cash rate to 0.75%. While there has been much speculation in the media about the flow on effects for both the property market and consumer spending, it would be prudent to ask the question (as indeed Governor Lowe did) as to how much stimulus this really brings to the table. Even assuming that the full extent of the cuts are passed on by the major banks (not happening), the actual impact this will have on a consumers propensity to spend remains somewhat unclear. What this does to asset prices is however another story altogether.

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DISCLAIMER

​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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