Artificial Intelligence (AI) Technology: World Changing or Ending?

AI, what is it and what’s changed? AI has been a conversation in the academic community since the 1950s when Alan Turing published a paper in which he proposed the...

The risk of outperforming this market

On face value the US market is up this year so it’s certainly a victory for the optimists but ask any portfolio manager about this market and they will tell...

FANGs bite back: A view on Q1

I am sure you already knew this but, unlike humans, almost all snakes with fangs can regrow these when they get damaged or knocked out. This innocuous example of reptilian...

BUILDING THE NEXT BULL RUN IN 'GREEN' INVESTMENTS

We are now looking back on over a decade of artificially low interest rates put in place by developed country central banks, sparked by the financial crisis and a battle...

Springing into Growth: the UK Budget

The past few years have been marked by political turbulence in the UK, ranging from ‘partygate’ scandals, to the proposed unfunded tax cuts which sent the UK economy into tailspin...

I asked, what should we expect in 2023?

2023 is almost upon us and I asked our CIO James Penny, for his brief thoughts on what we can expect from markets next year. It’s no secret that many...

Why have Sharia portfolios outperformed this year?

Sharia investing has by no means been immune from this year’s volatility, but the high-quality nature of the sector has helped to deliver good levels of protection for investors. Moreover,...

ESG: Down But By No Means Out

After a tough start to the year for ESG investing, we are pleased to see a TAM ESG balanced portfolio outperform TAM’s mainstream balanced benchmark over a three- and six-month...

Is TAM avoiding the illiquidity rabbit hole?

Most investors have exposure to open-ended funds and this week the IMF has issued a warning on the possible systemic risk posed by illiquid open-ended funds, the negative impact this...

What on earth just happened?

For stock market geeks like me, yesterday will likely go down in history as a memorable moment in the UK, akin to that of a 2008 crash moment - one...

TAM Outlook for 2H 2023

TAM Q2 2023 ESG & Sustainability Review

TAM Q2 2023 Bond Market Review

TAM Q2 2023 Global Asset Allocation Review

TAM Q1 2023 Market Review

Monday papers: US-China trade war would hurt Britain most

And Apple nears top of tree again as world’s only $3tn company.

Next Gen: Daniel Babington, TAM Asset Management

This week’s Next Gen star is Daniel Babington, a portfolio manager at TAM Asset Management. He tells us his first, best, and worst investment decisions,...

Gold versus silver: which is the best safe haven to own?

Both precious metals have disappointed over the past year. Kyle Caldwell explains why, and considers whether investors should go for gold or silver.

Can the FTSE 100 hit 8,000 and stay there in 2023?

The FTSE 100 has again hit record a high. However, a global and UK recession could undermine its position as it approaches the 8,000 mark.

Will single-country emerging market ETFs shine in 2023?

A few emerging market ETFs recorded bumper outperformance in 2022 with many expecting investors to latch onto opportunities this year

Stability in the US Jobs Market

The US job market remains steady despite record-high interest rates, with 187,000 jobs added in August, matching July's numbers. President Biden praised the strong job...

US producer-price inflation figures surprise to the upside

The latest US producer-price inflation figures for July came in a little stronger than expected, with final demand year-on-year at 0.8% compared to a forecasted...

Another downside beat in US inflation

The latest US inflation print for July shows a beat towards the downside and a signal that inflationary pressures are continuing to ease. Headline inflation...

UK central bank raise interest rates to 5.25%

The UK’s Bank of England has raised interest rates by another quarter percentage point to 5.25%. The market was largely expecting this and so little...

UK inflation beats expectations

The UK's inflation rate unexpectedly cooled to 7.9% in June, reaching the lowest level in over a year. The Bank of England is likely to...

The Bank of England delivers a 0.5% rate hike

The BOE increases interest rates to a 14-year high of 3.5%, after they announced a half-percentage point increase at the latest committee meeting. Officials were...

The Federal Reserve raises rates by 0.5%

U.S. policymakers tempered the level of their latest rate hike increasing it only by 0.5%, which now brings the benchmark rate to a 4.25% to...

UK Inflation Undershoots Expectations

The latest UK inflation report was a surprise on the downside with headline inflation coming in at 10.7%, down from 11.1% in October which marked...

US Inflation Cools

The latest inflation print unravelled a compelling sign that inflationary pressures are continuing to ease, with many now expecting a downshift in monetary tightening from...

UK Inflation Soars to 11.1%

The UK Consumer Price Index surged to a 41-year high in October reaching 11.1% from a year ago, surpassing the Bank of England’s forecast of...