This week Robert Swift returns to one of his favourite subjects of the past year, a particularly relevant subject in the current global economic environment.
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The Chief Investment Officer for the TAMIM Global Equity High Conviction Individually Managed Account, Robert Swift looks forward at what to expect from global equity markets in the 2018 year and describes how he has positioned his portfolio accordingly.
This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into a market of misunderstood problems and opportunities.
This week Robert Swift takes a look at the Chinese property market and the effect it will have on Australia and the World.
This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis.
Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago.
Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually got out of hand with crazy valuations, and a subsequent bursting of the bubble, there was clear logic to the excitement it generated. Much of the infrastructure we use today, and some of the companies we know today, were built and cut their teeth, during the TMT bubble and subsequent burst.
This week Robert Swift takes a look at the currency debate that has been raging recently. Robert takes a look at what has happened so far and how he expects equities to react accordingly. Is it time to increase or decrease your weighting towards international investments?
Robert Swift provides an update on his stance on asset allocation having just ticked over into the new financial year.
Robert Swift weighs in on the active vs. passive management debate and questions the risk levels in so-called passive strategies.
This week Robert Swift takes a look at how growth and value strategies have performed historically and how he sees them performing going forward.
Robert Swift, of the TAMIM Global Equity High Conviction IMA, was recently invited to attend the ever-popular Berkshire Hathaway AGM. He has taken the time to write some notes on what he found interesting and what he observed.
Karl Hunt, of the TAMIM Global High Conviction strategy, spent a month living in a district in Shenzhen, in an attempt to better understand what was happening in the world’s second-largest economy, and to gauge what the locals were doing. Here is his report.
Robert Swift presents 4 short videos on the impact of the withdrawal from Zero Interest Rate Policies on financial stocks, infrastructure, geographic segments and asset allocation. As global central backs commence the process of normalising rates we will see the investment landscape change, Robert provides his thoughts on how best to navigate global investment markets.
Robert Swift and Roger McIntosh compare local and international banks. Does it make sense to own the behemoths that dominate the Australian market? Are you unknowingly doubling down on exposure to the Australian property market?
This week Robert Swift takes a look at an investment thematic - Japan and robotics. What does this mean going forward? Where do the opportunities lie?
This week Robert Swift takes a look at momentum and what it is telling us about asset allocation. Where should you deploy your capital and how? Will this achieve optimum results in the current economic climate.
Robert Swift has penned his thoughts on the outlook for Europe and the US in 2017. The most important conclusion we can draw is that equity markets as a whole may struggle however individual sectors and more specific stocks should do well.
This week Robert Swift, manager of the TAMIM Global Equity High Conviction IMA, takes a look at some of the recent mergers and acquisitions that have taken place in international markets and runs through a few industries he is keeping an eye on with this in mind.
This week Robert Swift, the Head of Global Equity Strategies of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), discusses three key investment thematics that investors need to be aware of heading into this years US election.
This week we republish an article written by Robert Swift, the Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA).
This week Robert Swift discusses Pfizer and sheds light on why making investment decisions based on a tax outcome as opposed to an investment outcome is not always optimal.
Robert Swift explains his strategy and how the TAMIM Global Equity High Conviction IMA (or the underlying fund) has managed to achieve such impressive results over the years.
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