This week I write about a favourite topic and one that I believe will fundamentally drive investment markets over the next decade. We’ve all seen the headlines around electric vehicles, rare-earths and commodities heading higher more broadly, some of us have seen ourselves get a little ‘richer’ as a result. But let me delve a little deeper, why I’m personally invested and where I see this market heading.
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.
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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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