March 2025
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NO PAIN, NO GAIN
In his latest market insight, "No Pain, No Gain," James Penny, CIO of TAM Asset Management, explores the current market landscape, the impact of U.S. economic policy shifts, and the growing appeal of global diversification. At TAM, we believe this volatility presents opportunities for investors willing to take a broader, more strategic approach
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February 2025
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Taking the temperature of 2025
Markets are shifting, and investors are adapting. With a broadening focus beyond US tech, Europe and value stocks are taking the lead. TAM remains ahead of the curve, positioning portfolios to capture emerging opportunities while managing risk. Stay informed with our latest insights.
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February 2025
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In a partisan world, European peace unites us all
Europe’s market momentum is building, driven by hopes of a Ukraine ceasefire and renewed investor confidence. With a strong start to 2025, TAM is actively positioned to capture opportunities while maintaining a defensive edge. Read our latest insights on what’s next for global markets.
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February 2025
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The Toll of Tariffs
Trump’s new tariffs on Canada, Mexico, and China are shaking markets. Discover how trade tensions, inflation, and interest rate shifts could impact investors in our latest market update.
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February 2025
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Insurance: Better to buy ten years too early than one minute too late
2024 was a standout year for markets, and while we remain optimistic for the year ahead, history reminds us that staying prepared is just as important as staying invested.Just as you wouldn’t drive without insurance, portfolio protection can be key in uncertain times. While we don’t expect a downturn, the right hedging strategies can help safeguard returns without missing out on growth opportunities.
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January 2025
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Q1 2025 Market Update
Discover key market insights for Q1 2025, including opportunities in equities, bonds, and beyond. Read TAM’s latest market update now
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January 2025
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2025 Sharia Portfolio Outlook: Navigating Growth and Challenges
Discover how TAM’s Sharia portfolios are positioned for 2025, balancing opportunities in AI, Sukuk, and U.S. markets with a cautious approach to geopolitical risks and evolving standards.
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December 2024
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2025 Portfolio Outlook: Balancing Growth and Resilience
As 2025 approaches, the US market remains the focal point for investors. While optimism is high, potential risks call for careful positioning. Discover how TAM is balancing opportunities with diversification to navigate the year ahead.
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December 2024
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Sustainability in Focus: Navigating Key Trends and Opportunities for 2025
TAM's ESG Analyst, Dan, explores the challenges and opportunities in sustainable investing as we head into 2025. From climate concerns to regulatory advancements, the note highlights how TAM’s Sustainable World portfolios are positioned to navigate this evolving landscape and deliver long-term value for clients.
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December 2024
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Navigating the ‘Trump Trade’: Insights from TAM
Donald Trump’s return as the 47th President of the United States has already begun to shake up the markets. In this note, James Penny reflects on TAM’s swift response to the election outcome, shares insights on key policy impacts on portfolios, and discusses what we might expect from Trump’s first 100 days and beyond.
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September 2024
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The new gold rush
Gold has returned 22% in the last six months driving the metal to all-time highs in US dollars as well as multiple other currencies. The question investors must ask is whether this is a cyclical move, or has gold proved itself as a building block within portfolios?
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August 2024
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How Magnificient is AI
Twist and turns in the Magnificent 7 have propelled the S&P 500 beyond what many investors have expected. Optimism surrounding the utility of artificial intelligence (AI) to transform businesses have led a ‘gold rush’ to beneficiaries of the technology.
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August 2024
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The Fed and Tokyo: Correction or Contagion?
After a strong rally since the start of the year, the first week of August saw a deeply negative period for developed markets.
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May 2024
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The UK election: Will it or won’t it influence the market?
With the British Prime Minister, Rishi Sunak, recently announcing a snap general election taking place on the 4th of July, it is worth taking a look at how TAM think this is going to play out in the market.
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April 2024
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THE SQUEEZE ON FEES
Are we now in a “race to the bottom” paradigm where DFMs are being pressured to slash fees to compete for assets whilst still offering value for clients? In this Market Insight we explain why we do not believe this is the case.
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March 2024
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INFLATION: STAYING DOWN OR RISING BACK UP?
Any movie watcher will know that well-trodden scene in which the hero puts the villain to the sword, turns around triumphantly only to see the same villain rising ominously behind them ready for action. In this Market Insight we discuss inflation and is it really under control?
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February 2024
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'YOU HAVE TO KNOW THE PAST TO UNDERSTAND THE PRESENT'
In the first three months alone, stock markets have already met or exceeded their targets for the entirety of 2024. Some will see this as a sell signal and others, a buy signal. Well, that’s what makes a market. In our Market Insight we take stock of an exciting start to the year.
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