International Equity



Trump vs Hillary – Immunising the Global Portfolio

In the lead up to Brexit Robert Swift, head of the TAMIM Global Equity High Conviction Individually Managed Account (IMA), …

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Is Everyone Overpaying for “Safety Stocks”?

As investors, we naturally aim to understand what is and what is not discounted by financial markets. Of course, this …

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The Case for Global Equities Today

Since late 2014, our Global Equity Growth Portfolio investment manager Calamos Investments, has held a positive view on core European …

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China as a major Economic Powerhouse

In part 2 of our series on China we discuss the currency, the internet and the One Belt, One Road …

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Consumption and Industry in China

China is a topic that we’ve talked about a lot over the last few years and typically that has been …

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Running the Numbers

This week TAMIM starts a new monthly series called ‘Running the Numbers’. The series aims to share with you what …

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