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.
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.
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.
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.
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.
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.
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.