Guy Carson, of Quick Brown Fox Asset Management and manager of the TAMIM All Cap Value strategy, examines the current state of the economic cycle both at home and abroad. There are a few things to be mindful of heading into this late stage.
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Heading into a new financial year, Guy Carson takes a look at the state of the Australian economy and provides his expert views on what to expect going forward.
The Small Cap investment team take a look forward to the new financial year and present five key considerations for anyone who plans to be invested in the small cap universe in the year to come.
This week we present an article penned by Guy Carson for the April 2018 edition of the Australian Shareholders' Association's Equity magazine.
This article was originally published in Equity, Vol. 32 #3, April 2018. Guy Carson presents his outlook for the 2018 calendar year. Taking a look at what has happened in the last twelve months, Guy discusses what to expect from the Australian economy in the year to come and some interesting sectors to watch accordingly.
Looking inside the Australian GDP number and what the implications are for your share portfolio13/12/2017 This week Guy Carson takes a look at the Australian GDP figure and digs in to how it impacts the everyday share portfolio.
There has been much commentary surrounding the ASX breaking through the 6,000 barrier. This week Guy Carson weighs in and looks at whether the run can continue or not.
This week Guy Carson takes a look at REITs and their potential role as the source of crisis in the Australian economy.
A version of this article was published in The Australian on 21 October 2017. Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here.
Every six months in Australia, reporting season comes around. It’s an important time for investors as it gives us a chance to see in detail how companies are travelling and, in some cases, what their outlook is for the year ahead. As a result, February and August become important times for shaping portfolios and generating investment ideas. Whilst every result will be scrutinised, we believe this reporting season there are a number of major questions outstanding for which we will receive further clarification.
This week Guy Carson provides a mid-year-update to his 2017 Outlook for the Australian economy. Have things been playing out as expected in the two-speed economy or is there more yet to come?
This week we bring to you yet another piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. Given Guy Carson's recent commentary surrounding housing and building approvals we thought it was an important read.
This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the Australian supermarkets, the prevailing duopoly, incoming competition from ALDI, Costco and Amazon and how the future looks for this sector.
Following on from a previous article - Australian Banks: The death of a 25 year bull market - last week, this week we highlight an article from Sam Ferraro on APRA and the impact their macro-prudential changes will have on the banks. While the article is slightly more technical, it may be one of the more important reads on the banks this year.
The Pain Report will provide you with a weekly independent and objective commentary on the global economy, in an attempt to help you identify the key forces which will shape the world in the years ahead. For example, I believe that the most significant and defining economic phenomenon of our time is the rise of the Asian middle classes. I urge you to beware the prism through which you view the world, and to be aware that much of the western media’s negative and sensationalist coverage is biased against the so-called emerging nations. In my view, the decades ahead will see an era of prosperity, enlightenment and opportunity that very few today are predicting. If any of the above resonates with you then please read "The Pain Report".
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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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