This week TAMIM Managing Director Darren Katz takes a look at the year that was and what is to come in 2018. Exuberance is back and asset prices (well most of them) are moving higher. So what should you be aware of in the next year and what are the risks you need to protect against.
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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.
There has been much commentary surrounding the ASX breaking through the 6,000 barrier. This week Guy Carson weighs in and looks at whether the run can continue or not.
This week Guy Carson takes a look at REITs and their potential role as the source of crisis in the Australian economy.
A version of this article was published in The Australian on 21 October 2017. This week we present an article by friend of TAMIM Sam Ferraro as he examines the subdued volatility the Australian market has been experiencing.
Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here.
This week we take a look at the Brisbane property market. Is there an opportunity to be had or should we continue to flee the sinking ship?
This week Guy Carson provides a mid-year-update to his 2017 Outlook for the Australian economy. Have things been playing out as expected in the two-speed economy or is there more yet to come?
This article by Guy Carson was originally published in the Weekend Wealth section of The Australian under the title "Time to plan for recession as household debt crimps spending"
This week Robert Swift takes a look at how growth and value strategies have performed historically and how he sees them performing going forward.
This week we bring to you yet another piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. Given Guy Carson's recent commentary surrounding housing and building approvals we thought it was an important read.
This week Guy Carson takes a look at the Australian banking sector, how it generates profit, how this has operated historically and what the outlook is going forward. Guy argues that the tailwinds aiding bank profitability over the last 25 years may be coming to an end.
This week Guy Carson, manager of the TAMIM Australian Equity All Cap Value IMA, takes a look at the recent RBA decision to yet again leave rates as they are. Have they made the right call? Should they have made a change?
Scott Maddock reviews the current interest rate environment and the outlook for rates. Given the view that rates will increase but that they will do so at a slower rate than most expect, Scott discusses three portfolio holdings that he believes will continue to deliver strong and sustainable dividend yields.
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.
Guy Carson presents his outlook for the 2017 year. WA and Queensland are potential economic problem areas which could have an impact on your banking investments, read on to find out the sector and investments that we believe you need to be focusing on in 2017.
The team at DMX, managers of the TAMIM Australian Equity Small Cap IMA, take a look forward to 2017.
As is customary, every quarter our partners on the TAMIM Global Equity Growth Individually Managed Account - Calamos Investments - publish their economic outlook.
As we head into 2016, the team at TAMIM thought we should put our heads together and come up with 7 strange yet quite plausible scenarios that the world could encounter through the next 12 months. Robert Swift, head of TAMIM’s Global Equity Strategies puts the following 7 not so outlandish idea’s forward…
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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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