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As global economies look towards a net zero future, “green hydrogen” is increasingly seen as a clean energy to replace fossil fuels … and Australia is positioned to emerge as a leading exporter.
Conglomerates. Once known as an easy way to diversify, now cautioned by shady accounting and poor management. What are the pros and cons to look out for?
This week we explore the last of our 5 D’s; de-carbonisation. How the Politicisation of energy markets in recent years affects markets and why individual investors should be aware of the consequences.
In times like these, there's always talk of hunting for opportunities, and when it comes to narrowing in on sectors with high growth prospects, you can't look past the electric vehicle revolution and the growing demand for precious metals (Lithium, Graphite, Nickel & Cobalt). Find out more below...
Given Putin's recent weaponisation of the energy supply to the EU, our fourth D, de-globalisation, couldn't be more relevant in today's global context. Find out more below...
This week we address the third D in our 5 Ds. That is the change in demographics globally and the implications for economies and markets going forward...
While USA rate rises have gripped the eyes of the world, the situation in Australia presents a unique and challenging environment for policy makers. The RBA find itself juggling between multiple concerns. Inflation? Currency? Find out why below...
This week we visit the second of the 5D's, that is, debt and, in particular, the pivotal role it will play in investment markets going forward...
Investing has some fascinating parallels to the game of tennis. Wonder why? Find out below...
This is the first article of a five-part series around Robert Swift's, 5 D's framework. These are; debasement (inflation), debt, demographics, deglobalisation, and decarbonisation. In today's article, we will discuss the economic climate that we live in, particularly focusing on inflation and how current monetary and fiscal policy affects this.
ESG. You have definitely heard about it and most likely you have read about it everywhere. What does it really mean? How does it affect your investment portfolio? Find out below...
There have been several buybacks during the August reporting season. It is important for investors to understand what it means to their portfolio, and the reasons buybacks have been so prevalent recently.
A $480bn stimulus by Biden attempts to tackle the world's most pressing economic issues today that the intelligent investor can't ignore... Which companies win? Which lose? The 2nd and final part of our series reveals all...
Volatility - A word on many investors' lips in recent times. Some might hear it and immediately go into a state of nervousness, while others may hear it and think of opportunity. The truth is that volatility is still ambiguous to most investors. In today's article, we break down how volatile the markets truly are and an approach to tackle this problem head-on.
This week we begin a two-part series exploring the recently passed CHIPS and Science Act and the Inflation Reduction Act (IRA). Two pieces of legislation, the passage of which will undoubtedly be the defining moments in the Biden presidency (and possibly make a big impact on your investment portfolio)...
The critical perspective investors may be missing when making investment decisions. The article below highlights a key thematic that investors often overlook: the importance of executives having Skin in the Game.
We realise this is getting tedious and perhaps even a little boring but this is important. Inflation. The thesis is this : we have hit peak inflation already and are, on a balance of probabilities, likely to see a reversion to mean as early as Q1 next year, at least insofar as how CPI is currently measured (we may not agree with the calculation assumptions but we will leave this discussion for another day).
This week we review the recent influx of economic news and the implications for future monetary policy by the RBA.
This week we take a look at central bank guidance. What does it actually mean and what's the point?
Attempting to time the market perfectly is typically a fools game. That said, it can certainly help to know what to look for when trying to identify the bottom. So, what signs are we looking for?
A quick Google search for investing news provides 20+ sensationalist headlines. Interest rate changes, inflation, market cycles and quarterly updates provide media and marketers with an abundance of topics to craft clickbait with the intent of attracting eyeballs to their product. So, how do we approach this?
With rates on the rise we turn to a pressing issue facing economies the world over; global debt. What will the implications be and is there a way to prepare for it?
This week we take a look at the factors contributing to the global food shortage and why prices will likely remain elevated for the foreseeable future.
Recession. If you feel like this word is everywhere at the moment and everyone is talking about it, you would be right. Google searches for the term have spiked and every finance program and publication is covering it. So, let's take a look.
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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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