James Penny, CIO of TAM Asset Management, is calling for more fund buyers and female riders to join the group’s “most ambitious” Charity Bike Ride yet, covering 320km from Vienna to Budapest to raise money for Action Medical Research.
DFMs are cutting UK exposure as Budget uncertainty weighs on confidence. Many are shifting towards global assets and increasing gilts as slower growth and softer inflation are expected. TAM continues to run globally focused portfolios, helping reduce UK-specific political and economic risks for clients.
One thing that has ‘stolen my heart’ within the investment world is the continued commitment we are seeing in improving business standards.
Exciting news! TAM UK has been shortlisted for two awards at the Professional Adviser Awards 2025: Best Discretionary Fund Manager & Best ESG Solution for Advisers. This recognition highlights our dedication to delivering exceptional investment solutions
Dan Babington, portfolio manager at TAM Asset Management, speaks to Investment week about metal Health in the corporate world.
Dan Babington, portfolio manager at TAM Asset Management believes shareholders need additional information to make informed stewardship decisions and offer clients the best possible sustainable portfolio solutions.
Is the dollar's status as the world's reserve currency coming to an end? Daniel Babbington, a portfolio manager at TAM Asset Management discusses this and more with Alex Dryden at Financial Fables.
AdviserAction was launched in November last year to enable the advice industry to engage with listed companies on sustainability issues. TAM are proud to be one within a select group of companies to join the initiative.
Daniel Babington, portfolio manager at Tam, speaks to FT Adviser about how TAM have partnered with Clarity AI to assess funds’ true sustainability.
Tam Asset Management offer one of the more uncommon propositions in the market: a Sharia-compliant MPS.
Allowing advisers to engage with listed firms on sustainability issues
Cyclists from TAM Asset Management will again be joined by peers from across the industry for a three-day ride from Brussels to Amsterdam in support of Elizabeth’s Smile.
The market is “marching towards potential overheated territory” but investors should continue to ride the momentum trade for as long as they can because now is a “nirvana” for diversified portfolios, according to TAM Asset Management’s UK chief investment officer James Penny.
Investors should avoid being drawn into investing in labels that are merely ‘a marketing tool’
This week Asset Allocator acting editor Damian Fantato has a chat with funds correspondent Joseph Wilkins and contributing editor David Thorpe about Tam Asset Management's seed funding of future fund management talent.
TAM Asset Management will be holding four big fundraising events throughout the year, kicking things off with a bake sale in the firm’s Basinghall Street office on Tuesday 26 March. The ‘4 for 2024’ fundraising campaign is in aid of The Childhood Trust, London’s child poverty charity.
Conventional wisdom says you should wait one year to move in with your partner and three years to invest in a fund, but for Tam Asset Management, when it’s right, it’s right.
Pitting DFMs against the £38bn LifeStrategy range: wealth managers have proven their chops when it comes to lower-risk portfolios, although a comeback for active management is probably needed to reverse Vanguard’s golden decade.
"Whilst there could be some short-term weakness in gold as investors potentially take a step back from the strength, we see continued stability from the metal; as real yields continue to look high and set for a more sustained lower level to the benefit of this zero yielding asset". TAM's James Penny speaks to International Adviser.
Our Liquidity portfolios curently offer higher yields than bank deposit rates with daily access and no-penalty. TAM UK's CIO James Penny explains why many Advisers and Clients are choosing this solution over reallocating to bank savings accounts.
Can, and more importantly should, ESG portfolios hold defense related securities? TAM UK CIO James Penny speaks to Bloomberg.
Do 'active' ETF's offer the best of both worlds? The efficiency and low-cost of 'passive' investments combined with strategies more aligned to the changing investment landscape we now face. Certainly investors seem to believe so with over €30 Billion allocated to European domiciled Active ETF’s alone. TAM CIO James talks to Investment Week about the growth of the market in this issue of Deep Dive.
Congratulations to TAM's CIO James Penny being included in the Citywire annual list of the UK's best asset managers for 2023.
Brian Adams, Director of Lancashire-based advice firm Islamic Wealth Management, speaking to Citywire about our TAM Sharia model portfolio solution.
In the latest in the ESG Investment Influencers series, Eve Maddock-Jones speaks to James Penny, chief investment officer of TAM Asset Management.
What was once a story about the pound depreciating due to a growing Fed-Bank of England policy divergence might have evolved into the early stages of a currency crisis, industry experts argue, as pressure for the UK central bank to hike rates mounts.
Sterling continued to flirt with record lows Wednesday as the Bank of England (BoE) eyes up a “significant” rate rise in response to chancellor Kwasi Kwarteng’s controversial mini-budget.
TAM Asset Management’s CIO reacts to the falling pound: “GBP looks very negative and will likely hit parity before Christmas”
TAM Asset Management (TAM), the UK-based discretionary investment manager, has stepped up its commitment to combatting global warming by becoming one of the first discretionary fund managers to be awarded Carbon Neutral Plus status by Carbon Footprint Ltd.
DFM collaborates with Carbon Footprint to offset client and business emissions TAM Asset Management has taken steps to reduce the carbon footprints of its business and clients through various offsetting projects.
A ‘technology push innovation’ is when you invent something and then hope people will want it. A ‘technology pull innovation’ is first figuring out what people want and then trying to invent it. The same concepts can be applied to the provision of investment services
Asian equities may seem best avoided at first glance with many headwinds hampering prospects for the region, but this is reflected in the price and, for many, the buy signals are there.
Defense lobbyists, as well as some analysts and bankers, have been discussing the merits of treating weapons as ESG assets.
Sustainable funds’ growth bias and aversion to the rallying oil & gas sector are likely to hinder returns over the next few years – but it isn’t all bad news for ethical investors.
The existence of the traditional 60/40 model portfolio is being threatened as inflation continues to rear its ugly head, according to the chief investment officer of Tam Asset Management.
The start of 2022 has seen ESG investing arrive at a fork in the road.
Although we see progress, technology has limited scope as responsible investing has myriad considerations, many of which are difficult to quantify, weigh and compare. Thus, TAM integrates technology for insight into ESG factors in conjunction with our qualitative analysis.
Why investors, corporations and high-net-worth clients are warming to crypto
We asked professional fund buyers for their favourite funds to ride out volatility and inflation, with the classic ‘balanced’ portfolio increasingly failing to do the job.
Islamic mutual funds grew faster than their global mutual fund counterparts over the last five years up to the end of Q3 2021.
European financials, UK value and China are all “unloved” areas worth allocating to but they should also continue to back the likes of Terry Smith or Baillie Gifford, according to James Penny, UK chief investment officer at TAM Asset Management.
Traditionally, the DNA of the average model portfolio still retains a mixture of funds and passive ETFs across fixed income and equities which give the investor diversification and some level of outperformance.
Oil and gas giants BP and Shell both posted storming results for 2021, showing that oil has not been totally dismissed in a climate-conscious market just yet.
Despite the ongoing pessimism, nine investors discuss whether a roaring recovery is on the cards for the world’s engine of growth over the next 12 months and beyond.
We believe Chinese companies have strong growth prospects, but these may be missed if looking through a high-level macro lens only.
Morgan Stanley Global Insight, Baillie Gifford American and Morgan Stanley US Growth are some of the top-performing funds over five years that are down double-digits year-to-date.
We have been busy travelling around Europe throughout Q4 2021 in a quest to address advisers’ current regulatory headaches.
Green Dream with TAM AM’s James Penny: We will see new asset classes emerge in ESG .
Natalie Kenway catches up with the CIO on client conversations, ESG pre and post-pandemic, and product choice.
The pricing tail does not wag the investment dog: the true cost of a client investment
The investment team invests in different types of assets to diversify and reduce volatility
Learn what a global leader in actively managed bond funds can do for you
We said in our last investment note, ‘We need to talk about volatility’, that despite relentless positivity in equity markets since the lows of March 2020, a growing number of institutional investors are feeling the need to take a more defensive orientation and have ‘insurance policies’, against the risk of markets retreating.
First it was fishing boats and now its submarines. The lates security pact between the US, UK and the Australians (AUKUS) has drawn my eye, once again, to the political body language between the UK and France.
Seven years ago, Tam Asset Management set up its charitable initiative, You Give We Give. We caught up with Eric Williamson, investment manager at the firm, to see how the initiative is developing and what the future holds.
One, two, three:the present TAM investment stance
Lester Petch, CEO, TAM Europe Asset Management explains.
Many ethical investors are likely to have been pushed to the point where they think “it’s not enough to avoid oil and coal and buy renewables, I want to do more”. Reading about the UN’s climate change report and looking at some of photos of newly homeless families from wildfires and flooding in Greece, Turkey, Albania, Germany and California in recent days could be enough to lead ...
James Penny, CIO at Tam Asset Management, discusses the firm’s sharia portfolio offerings, the investible universe, and what actually makes an investment sharia-compliant.
Pension access, 'safe' funds and financial education - here's our weekly heads-up of articles in the weekend newspapers that may have caught your clients' attention... Savers seeking to keep early access to pension pots face 2023 deadline
The UK Islamic finance industry has developed progressively over the years. This has not been without challenges, and the impact of Brexit and the COVID-19 pandemic has created uncertainties. Like their conventional peers, the economic risks that Islamic banks share are similar, and the environment in which Islamic finance operates is expected to become smaller, particularly ...
This week's Next Gen star is Stephanie Sotiriou, investment manager at TAM Asset Management. She discusses her father's influence on her career, her concerns around greenwashing, and her love of Cyprus!
