This week we return to the recycling theme touched on a couple of weeks back. Last time we spoke about an Australian recycling company benefiting from industry tailwinds and participating in the circular economy. This time we dive into the fundamental problems we face in recycling plastic and highlight a company that is looking to revolutionise this through the use of digital watermarks.
This week we will be looking at the US cannabis industry and talking about a stock in the ‘picks and shovels’ side of the industry, a real blue jeans to miners story. US cannabis stocks have been in a relentless bear market, hovering near all-time lows despite the industry showing huge growth.
This week we continue (and conclude) our series on the mobility thematic with the final two pillars in our framework, that is connectivity and shared mobility. Both of these pillars are intrinsically interrelated and are perhaps where we have seen the greatest focus from a consumer perspective. I will try to tie it up by looking at two companies that are personal favourites from an investment perspective.
This week we continue our exploration of the energy thematic and look at another (perhaps misunderstood) sector, nuclear, and the potential for uranium as an investment.
There’s an old saying that in a mining boom, investors should buy the companies supplying the picks and shovels. This week we present part 2 of our examination of the telco sector; we take a look at a services provider to the sector and see how it is benefiting from the surge in demand for connectivity that has been accelerated by the WFH trend.
Guy Carson digs into the turnover and transition of his portfolio via the examination of six stocks. This is a must read for those interested in how to best manage a portfolio in transition.
This week the Small Cap team take a look at how they are gaining exposure to the investment thematic that is the infrastructure "boom". In doing so they take a look at a pair of stocks in their portfolio.
Robert Swift takes a look at the electric vehicle phenomenon and takes a look at how his TAMIM individually managed account strategy is looking to take advantage of this increasingly potent thematic.
This week Guy Carson takes a look at the changing landscape of Australian telcos.
This article was published in The Australian on 11 September 2017.
This week Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), examines the need for an increase in US infrastructure spending and the opportunities this presents. In this video, Robert takes a quick look at Vinci - a stock that should benefit from the coming spend.
This week Robert Swift, Chief Investment Officer of the TAMIM Global Equity High Conviction Individually Managed Account (IMA),discusses investing in companies that benefit from emerging market growth.
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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.