This week we present a piece by Neil Margolis, from Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, examining asset allocation in a post retirement mind frame.
TAMIM Managing Director Darren Katz briefly takes a look at the month of July across both local and global markets.
Guy Carson took some time out of reporting season to examine three key risks he sees in an Australian market that may be getting a little ahead of itself.
Kevin Smith, Lead Portfolio Manager for the exciting new Asia Small Companies strategy, takes a look at the Chinese bond market. He suggests that perhaps the media concern about rising defaults isn't cause for as much panic as they might suggest.
The Small Cap team take a look at one of the core principles of value investing. They examine the way in which business fundamentals and interest rates impact on intrinsic value.
TAMIM Director Darren Katz takes a look at the importance of succession planning with respect to your investment portfolio and ensuring that your family can comfortably assume the portfolio responsibilities when you are no longer able to.
Markets & Commentary
At TAMIM we are committed to educating investors on how best to manage their retirement futures.
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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.
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