Kevin Smith, Lead Portfolio Manager for the exciting new Asia Small Companies strategy, takes a look at the Chinese bond market. He suggests that perhaps the media concern about rising defaults isn't cause for as much panic as they might suggest.
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Robert Swift looks at the lack of diversification in not only the Australian market but also emerging markets. He presents an often misunderstood and underutilised alternative.
Kevin Smith, portfolio manager for the Asian Small Cap IMA reviews his 25 year history of investing into Chinese shares. Given the current interest in Chinese equities we thought the article was a timely primer to educate global investors on the history of the Chinese equity markets.
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?
In the wake of Donald Trump's recent twitter activity concerning tariffs, Guy Carson has penned his thoughts on the subject. Guy looks at the logic (or lack thereof) of the decision and its potential impacts.
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.
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.
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 we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente.
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 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?
This week Robert Swift takes a look at how growth and value strategies have performed historically and how he sees them performing going forward.
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.
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.
As is customary, every quarter our partners on the TAMIM Global Equity Growth Individually Managed Account - Calamos Investments - publish their economic outlook.
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).
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".
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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