TAM Market Insight : August 2026

Who’s really driving?

Passive investing offers efficiency, transparency and lower costs, but even a driverless car needs a destination. Our latest note explores why index investing still requires judgement and how TAM’s Active and Enhanced Passive portfolios combine distinct investment approaches with professional oversight and risk management.

TAM Market Insight : August 2026

The Price Of Money Has Changed

Long-term borrowing costs are rising across major economies, challenging assumptions formed during years of ultra-low interest rates. From the US and UK to France and Japan, bond markets are sending an increasingly similar message. We look at what the changing price of money means for markets, portfolios and TAM’s current positioning.

TAM Market Insight : August 2026

Don’t Chase Every Shot

With markets reaching record highs, investors could be forgiven for thinking they are hitting the skin off the ball. Inspired by his first golf lessons, TAM Europe analyst André looks at why chasing every shot, whether in golf or investing, rarely leads to the best score.

TAM Market Insight : July 2026

The Return of Balance

After years of market returns driven by a narrow group of companies, broader participation across sectors and regions is creating new opportunities for diversified investors. Discover our latest market outlook and how our portfolios are positioned for the months ahead.

TAM Market Insight : July 2026

After the Opening Whistle

The World Cup has moved into the knockout stages, and markets continue to evolve. In this latest Insight note, we revisit an important investment lesson: successful investing is not about reacting to the latest headline, but adapting as the story unfolds.

TAM Market Insight : June 2026

The Opening Whistle

The World Cup has barely kicked off, yet many fans have already chosen their winners. In this latest article, Portfolio Analyst Nimee explores why investors should be equally cautious about mistaking early momentum for certainty, and why patience, diversification and perspective still matter.

TAM Market Insight : June 2026

Crossing Borders

Investment management is increasingly global. Regulation and tax remain highly local. Following a recent visit to TAM Europe in Spain, we explore how advisers are navigating the growing complexity of cross-border investing and why implementation is becoming just as important as investment selection itself.

TAM Market Insight : May 2026

When markets disagree

Bond markets and equity markets are sending very different messages right now. The question for investors is whether one of them is wrong, or whether both are highlighting different parts of an increasingly complex global picture.

TAM Market Insight : May 2026

The Strait and narrow

Recent events around the Strait of Hormuz are a reminder that energy security, supply chains and geopolitics still matter enormously for markets. In this latest investment note, we explore why markets continue to rise despite growing risks, the increasing concentration around AI-related equities, and what this means for portfolio position...