Our friends at Merricks Capital, an allocation in the TAMIM Credit portfolio, take a look at changing shopping and consumption habits in the wake of COVID-19. An important consideration for anyone with exposure, equities or otherwise, to these sectors.
Guy Carson re-examines the yield stocks he presented over a year ago and provides an update on the list.
Australian equity investors are obsessed with dividends and with good reason. Over the last decade, the benchmark return has been dominated by them. A big reason for this is that compared to global peers, our largest companies pay out a significant proportion of their earnings. Unfortunately this means they retain less capital for growth.
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.
This week TAMIM and Robert Swift delve into Bitcoin, blockchain and cryptocurrencies. This article should viewed as a excellent source document for those seeking detail and understanding on cryptocurrencies and blockchain.
This week we take a look at the peer-to-peer lending space. In a time when term deposit rates are negligible, is it time to look at alternatives for your income? How can you achieve the income you want while minimising the inevitable increase in risk associated with consumer loans?
Scott Maddock, portfolio manager for the TAMIM Australian Equity Income IMA, takes a look at the trade-off one must account for when aiming to generate income from an equity portfolio. He takes a look at two stocks held to deal with exactly that.
Markets & Commentary
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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.