This week we revisit a favourite topic of ours, further exploring our framework for understanding innovation. This time we focus on the role that necessity plays in creating true paradigm shifts as opposed to the incremental development we often see masquerading as innovation. The answer? Patient capital...
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First things first, apologies to Dire Straits for the title. This week we would like to examine the implausibility of a genuine currency war for a number of reasons, looking into global financial systems and the way currency (NOT cash) is actually created.
This week we return to the topic of innovation. Just what is it that allows innovations to take place? And more particularly where should we be placing our bets to take advantage?
This is the third in a series of articles that will ultimately look to explore the potential impact, both short and long term, of a trade spat between Australia’s largest investor and Australia’s largest trade partner. This installment looks at the two key individuals in this conflict; Xi and Trump are important to understand in order to truly examine the impact of a trade war on Australia and the broader global economy.
Heading into election weekend, Ron Shamgar, Head of Australian Equities and Portfolio Manager of the Small Cap Income and All Cap portfolios, takes a look at some of Labor's key policies and analyses some winners and losers should they win .
This week we look at an increasingly pressing theme that is shaping out to be the most decisive for our collective futures. This is a thematic that will not only affect the way we invest but also the lives we live. Arguably one of the most important facets of investing is to try and take a step back from time to time from the tactical to the more strategic and big picture. Here we refer to the broader macroeconomic and sociological forces that underpin everything we do and, let's face it, the companies we invest in.
Kevin Smith, of API Capital and Portfolio Manager of the TAMIM Asia Small Companies Fund, takes look at the edge that the Asian region has when it comes to innovation. This is a crucial part of the reasoning for ensuring your portfolio is exposed to the region. The purpose of this article is to outline Asia’s strength in the field of innovation, areas of caution to be noted with respect to the quality of innovation and some examples of innovative Asian companies in our portfolio.
Robert Swift, Head of Global Equities at TAMIM and CIO of API Capital, takes a look forward at the year ahead. What can we expect to see? What would we like to see? How should we position ourselves?
We continue our examination of global oil markets with Part 2 of the series Oil Markets - Evolution of the Body Politic. To read Part 1 click here.
Last week we made a call that the OPEC meetings would most likely result in a maintenance of the status quo and though this initially seemed to be the case, things changed rather quickly. The Tamim Global Equity investment team take a closer look at Trump's Trade War and a the potential ramifications as it ramps up.
The Small Cap investment team take a look forward to the new financial year and present five key considerations for anyone who plans to be invested in the small cap universe in the year to come.
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 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 present a piece by Ben Goodwin, analyst with Merlon Capital Partners who power the TAMIM Australian Equity Income IMA, as they examine the Oil cycle and the effects it has on their portfolio.
Information current at 31 December 2017. 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.
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.
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 we republish an article written by Robert Swift, the Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA).
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