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Market Insights

5 Predictions For 2020

6/2/2020

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For the first newsletter of 2020 we put forward five key predictions for the calendar year ahead. Each of these will definitely impact the investing world and will have an effect on the Australian economy either directly or indirectly. It is always worth considering what lies ahead.

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It's Huawei or the Highway: Empire Building Chinese Style

26/9/2019

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We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have we seen this type of empire building before? What does it mean for the average investor at the bottom of the world?

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Part 4 - Understanding a Trade War Between Australia's Biggest Investor and Australia's Biggest Trade Partner

5/6/2019

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This is the fourth and final installment in a series of articles that 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 how the conflict might actually play out; perhaps more importantly, we touch upon what the impact will be on Australia.

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Part 3 - Understanding a Trade War Between Australia's Biggest Investor and Australia's Biggest Trade Partner

29/5/2019

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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.

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Part 1 - Understanding a Trade War Between Australia's Biggest Investor and Australia's Biggest Trade Partner

16/5/2019

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This is the first 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 way business is done in China; an important dynamic to understand in order to truly examine the impact of a trade war on Australia and the broader global economy.

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Oil Markets - Evolution of the Body Politic (Part 2)

13/12/2018

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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. 

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Trade Wars - What's been going on...

21/6/2018

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The Tamim Global Equity investment team take a closer look at Trump's Trade War and a the potential ramifications as it ramps up.

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Steve Smith meets Trump and the Trade War

28/3/2018

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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?

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Stealing Steel: The impact of Trump's tariffs

7/3/2018

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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.

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2017 Outlook - Trump so far and is 2017 going to be nasty?

2/2/2017

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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.​

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Brexit Wrap Up and the US Election

27/7/2016

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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. 

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​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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