Robert Swift

Robert
Swift

Head of Global Equity Strategies
TAMIM Asset Management

Robert is the head of Global Equity Strategies at TAMIM Asset Management and is also the manager of the TAMIM Global Equity High Conviction IMA. Robert has worked as a fund manager in the investment industry for over 30 years. Before API & TAMIM he managed $20bn as head of multi strategies at BTIM in Sydney and prior to that was jointly responsible for over $200bn while a Chief Investment Officer at Putnam Investments in Boston, USA. He recently joined the investment committee at Local Government Super, an $8bn industry superannuation fund, based in Australia.

Expertise

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Chinese Property Market - One to watch out for...

Robert Swift

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what they have achieved – the greatest economic expansion in history improving the lives of so many people in a... Show More

Prices, policy, Amazon, and Thomas Hobbes – how are they connected and why should I care?

Robert Swift

Capitalism works because companies are free to enter and leave businesses. Labour is also free to move from one activity to another. Returns on capital, human and physical, are then mean reverting in that more competition and capital enter attractive businesses and vice versa. The modern version involves government regulation... Show More

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So you've sold Telstra... Now what?

Robert Swift

Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually got out of hand with crazy valuations,... Show More

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