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Market Insights

4 Investing Megathemes Worth Watching

22/2/2022

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This week we would like to offer our thoughts on certain megathemes that are impacting investment markets. Firstly, credit where it is due, this is a topic inspired by an oped in the AFR by James Thomson who summarises what he sees the recent bid by Cannon-Brookes for AGL represents. He categorizes the bid as representing three broad megathemes: 1) Energy Transition; 2) Private Capital; and 3) The Billionaire Activist. While we broadly agree with this categorisation, we would like to give our take on them and add in a final component that we feel is missing: the politicisation of everything.
Investing Themes

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Never Say "We Told You So" and Other Advice We Should Have Heeded But Ignored

16/2/2021

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Sometimes you get a piece of good advice early in your career, from someone older, that you respect. You should remember that advice and follow it. One of these is often “never say we told you so; it just irritates”. We’re going to break that rule; in a polite way.

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The Most Predictable Opportunity of a Lifetime

13/10/2020

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We won't beat around the bush, this is a simple suggestion to look at listed Infrastructure equities as a source of dividend yield, reliability and yes, even capital growth.

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Ore you in or out? | The Case for Iron Ore Stocks

8/7/2020

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Sid Ruttala delves deeper (pardon the mining wordplay) into Australia's largest export, iron ore. Looking at the future of both the supply and demand side and what this means for mining stocks in Australian's portfolios going forward. Is there a substitute for the banks in there?

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Thematic: Global Infrastructure Spending Emerging As The Focus

8/7/2020

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Karl Hunt, of the Global High Conviction portfolio and Delft Partners, delves into what is shaping up to be one of the stronger global investing thematics. Infrastructure spending was needed prior to the ongoing pandemic and it is now likely to accelerate as governments around the world look to drive economic activity.

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Trends in Renewable Energy

31/1/2020

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With recent extreme weather events and Greta Thunberg’s proclamations that the end is near, renewable energy is currently a hot topic. Of course, the trend away from fossil fuels has been in train for some time, especially from oil and coal. These trends are only likely to accelerate from here onwards as improvements in technological know-how and greater political pressures gather pace.

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Equities? Gold? Bonds? - Building a Portfolio for 2020 and Beyond

21/11/2019

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This week we would like to revisit that age-old topic, and perhaps one of our recurring favourites, asset allocation. This is a topic made especially pertinent given the unprecedented low-interest rates combined with high valuations across both equities and fixed income.

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The Property Bust That Matters

9/10/2018

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Guy Carson, of Quick Brown Fox Asset Management and the TAMIM All Cap Value strategy, takes an in-depth look at one aspect of the property boom that is often misunderstood by market commentators.

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A Land of Contrast: 2018 Australian Economic Outlook

19/1/2018

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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.

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    Markets & Commentary

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DISCLAIMER

​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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