July 2019 Meeting

This month's guest speaker:

Robert Swift

Head of Global Equity Strategies

TAMIM Asset Management

TAMIM Asset Management is an outcome focused wealth manager.

Robert has worked as a fund manager in the investment industry for over 30 years. He has also worked at BTIM in Sydney and Putnam Investments in Boston. In addition, he recently joined the investment committee at Local Government Super, an $8bn industry superannuation fund. 

Presentation

Robert will explore the context of the global economy as it stands heading into the new financial year:

• General Observations
• Global Markets - Populism & Protectionism, Capital Investment, Infrastructure Requirements & Slowing Profits, Outlook
• Asian Markets - Excellent Valuations, Improving Corporate Governance, Outlook and China
• Where we are looking and what we are doing.

It is necessary to register for the meeting by 10:00 am on the Friday before the meeting.