Power Play: Investing In Energy For Innovation Date: 24/4/2024 As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and...
AI's Power Surge: Overlooked Opportunities of a Tech-Driven Future 11/4/2024 The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide...
Stock Spotlight: Unearthing Value in eBay 28/3/2024 This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should...
Tech Talk: WAAAX Off, Task On 18/3/2024 While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech...
Market Leaders: Why We Own Microsoft 12/3/2024 Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in...
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome 14/3/2024 As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and...
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution 29/2/2024 It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a...
A Unique Opportunity to Access the Ground Floor of Innovation 27/7/2023 We’ve written several times about the historic difference in valuation between small and large companies. There’s a number of ways investors could take advantage of this–small cap ETFs, small cap...
The Wall Street Journal recently published a personal finance column entitled “America’s Retirees Are Investing More Like 30-Year-Olds'' that showed a marked change in the investment preferences of older Americans. In particular, it showed a strong trend towards a...
Bank of America Merrill Lynch (BofA) recently published a research paper showing that small cap stocks are now trading at a 20-year low versus their large-cap peers. In fact, the only other time in the last 50 years that small cap stocks were this cheap relative to...
For the best part of 2022 investors could have been forgiven for thinking technology stocks only went down. From a previous sea of red, some green shoots have begun to emerge in technology stocks marking a notably positive beginning to 2023. Several factors...
GhatGPT has set the online world alight and sparked debate over the future of almost everything. We look at a monumental battle between two behemoths of the tech industry... The launch of ChatGPT has set the online world alight, amassing more than a million users...
