There’s been a lot of coverage in both the financial and mainstream media about the possibility of a recession later in 2023 and into 2024. Interest rates have been rising (at the fastest pace on record), inflation remains stubbornly high (despite higher interest rates), and there’s no shortage of geopolitical uncertainty–tragically the war in Ukraine wages on, U.S.-China tensions have re-ignited, and North Korea is once again launching missiles. Turmoil in global banking circles (including the demise of Silicon Valley Bank in the U.S. and Credit Suisse in Europe) have only added to macroeconomic woes.
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Dividend investing is as Australian as Vegemite, Tim Tams,…or maybe pavlova? The ASX has a higher dividend yield than most other share markets around the world, in large part due to the dividend imputation system (commonly called franking). Introduced in 1987, the imputation system gives shareholders a tax credit with their dividend for the tax already paid on these profits by the company.
We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask Australia about his investment philosophy, views on risk, benchmarking, and macro impacts of demographics, deglobalisation plus much more.
The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and making fear-driven decisions that often cause judgement errors.
Not everyone is cut out for contrarian investing.
Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going against popular sentiment. In light of the forced closure of Silicon Valley Bank (SVB) by the California Department of Financial Protection and Innovation, I thought I would respond to your memo dated March 2021 referenced here.
Warren Buffett, the CEO of Berkshire Hathaway, is one of the most successful investors of all time. Beyond tremendous investing wins, the “Oracle of Omaha” is also an amazing writer. Every year he writes an annual letter to the shareholders of Berkshire Hathaway and each one is a highly anticipated event in the financial industry. Not just because one of the richest people in the world is writing them, but because he imparts general investing wisdom in straightforward prose that anyone can understand.
The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth.
However, US markets have bounced back in recent months with the S&P 500 rising 14% since its October 2022 low. Cathie Wood's ARK Investment Management is well known for betting big on disruptive technologies through its exchange-traded funds, headlined by the ARK Innovation ETF (NASDAQ:ARKK). Wood is one of the loudest bullish voices on Wall Street regarding the potential upside of the tech sector in the long term. However, those tightly held beliefs have led to a volatile performance.
With our final newsletter of the year, we wanted to recap the major events that moved markets and highlight some investor takeaways.
Without a doubt, 2022 has been a tough year for most investors. As of writing, the ASX200 is down around 6% and the S&P/ASX Small Ordinaries is down nearly 19%. Additionally, the Nasdaq is down 32.3% year to date and the S&P 500 is down 19.1% .
We have arrived at our final article of 2022, and, as usual, we thought it would be interesting to revisit our predictions for the past year and come up with a few more heading into 2023.
"Critical minerals could be the opportunity of the century. This is a generational opportunity that we cannot miss or mishandle." says the Treasurer of Australia, Jim Chalmers, urging the importance of fast-tracking the mining and processing of Australia's critical minerals.
Maybe, but one thing is for sure, it is likely to be expensive as well. This week we look at the 'Fair Work Legislation Amendment (Secure Jobs, Better Pay) Bill 2022, a Bill that once passed, will represent one of the most significant overhauls to the country's Industrial relations landscape in over a decade. Before proceeding further let's get to the main points, broadly categorised into two categories. The first is the direct impact and the second is the indirect impact.
This week we look at China and try to grapple with the zero Covid policy and what that means for markets. A story that remains especially important as China is central to our economic fortunes and the world; in terms of growth and the implications on inflation.
Human nature is an intangible force that every investor is affected by. We identify 5 common biases among investors and how best to navigate them when making investment decisions...
Looking for returns in current market conditions? The market has delivered some underwhelming returns so far this year, but for one corner of the market, 2022 has been outstanding...
Trying to make sense of midterms? Elections can be confusing, however we clearly run through the forces play and what potential outcomes the 2022 midterm results could bring us...
The fascinating story of Bill Miller and the lessons learned that every investor should be aware of...
As global economies look towards a net zero future, “green hydrogen” is increasingly seen as a clean energy to replace fossil fuels … and Australia is positioned to emerge as a leading exporter.
Conglomerates. Once known as an easy way to diversify, now cautioned by shady accounting and poor management. What are the pros and cons to look out for?
This week we explore the last of our 5 D’s; de-carbonisation. How the Politicisation of energy markets in recent years affects markets and why individual investors should be aware of the consequences.
In times like these, there's always talk of hunting for opportunities, and when it comes to narrowing in on sectors with high growth prospects, you can't look past the electric vehicle revolution and the growing demand for precious metals (Lithium, Graphite, Nickel & Cobalt). Find out more below...
Given Putin's recent weaponisation of the energy supply to the EU, our fourth D, de-globalisation, couldn't be more relevant in today's global context. Find out more below...
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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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