When investing it is important to not only be aware of what is happening in your own local market but also the myriad of markets around the world that interact and influence it. One must understand the trends and implications both locally and globally. Global markets continued their upward trajectory and held momentum through March. The most newsworthy stories have been that the May government narrowly avoided the cliff edge with a deadline extension for Brexit negotiations and economic data out of China showing some surprises to the upside. The Chinese government continues to incrementally deliver stimulus to the economy and credit conditions continue to ease up, which we would suggest is the biggest leading indicator of aggregate demand in the short run. This bodes particularly well for the broader emerging markets in the Asia Pacific and Australia where elections will continue to dominate the headlines until the end of May.
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Investing can be very difficult yet highly rewarding pass time. At TAMIM we work with highly skilled investment managers on a daily basis and we thought it would be interesting to understand their views on investing. We have posted their top tips for investing below.
When investing it is important to not only be aware of what is happening in your own local market but also the myriad of markets around the world that interact and influence it. One must understand the trends and implications both locally and globally.
TAMIM Joint Managing Director Darren Katz takes a look at the financial world in the month of January and takes a brief look toward 2019. Global markets got some much-needed relief through January and early February after a disappointing end to 2018. Risk assets across both emerging and developed markets were boosted following a perceived dovish pivot by the Fed and a perceptibly more subdued tone coming from the White House as pertaining to the trade talks.
TAMIM Joint Managing Director Darren Katz takes a look at the financial world in the month of December and takes a brief look toward 2019. Welcome to 2019 and to the first update for the year. Before we review the last month and quarter and provide our thoughts on what is in store in 2019 I thought it would make sense to discuss two important lessons I have learned over the past 25 years. They both impact heavily on our ability to make money when investing.
TAMIM Joint Managing Director Darren Katz takes a look at the financial world in month passed.
TAMIM Joint Managing Director Darren Katz takes a look at the financial world in month passed.
I have just returned from a visit to the USA where I had the opportunity to spend a week in New York City and some of the surrounding towns. The last time I got to spend significant time here was literally 10 years ago during the week of the 15th of September 2008 that Lehman Brothers collapsed during the Global Financial Crisis. Wow - what a difference 10 years makes. TAMIM Managing Director Darren Katz briefly takes a look at the month of July across both local and global markets.
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.
TAMIM Joint Managing Director Darren Katz takes a look at the financial world in month passed.
Sometimes I get the feeling that I am harping on a subject. This is normally accompanied by my kids rolling their eyes at me when they don't think I can see them. Well at the risk of repeating myself, volatility is back! The first quarter of 2018 was tough from a long only equity investment perspective but the second quarter reversed the negative returns and delivered good returns for investors that remained invested. TAMIM Director Darren Katz takes a look at the fixed income space. In today's low interest environment our traditional views on asset allocation and how to achieve diversification are being tested. We take a look at private debt, once the preserve of the ultra wealthy and big institutions, fortunately we are now able to access this unique asset class.
TAMIM Managing Director, Darren Katz takes a look at the month that was May from both a local and global perspective.
This week TAMIM Joint Managing Director Darren Katz takes a look at the financial world in month passed.
This week TAMIM Joint Managing Director Darren Katz takes a look at what to expect in the coming quarter. Given the firms investment view he points out a number of key investment thematics to keep an eye on while also digging into asset allocation.
This week TAMIM Director Darren Katz takes a look at the potential trade war brewing. Will it really be Donald Trump vs. the World or is it all talk?
This week Darren Katz, TAMIM director, takes a look at what is happening in markets round the globe with a focus on the key driver of the moment - inflation.
This week Darren Katz, TAMIM joint managing director, takes a look at what he believes to be one of the most troubling issues on the financial horizon. An issue that could have far reaching and grave consequences for the global economy, this is not something to ignore.
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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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