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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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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?
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.
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.
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.
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.
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.
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, 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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