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...

TAM Market Insight : April 2026

A view from Hong Kong

Recent observations from Hong Kong highlight Asia’s continued dynamism, China’s evolving complexity, and why disciplined, selective global investing remains essential. We explore regional opportunity, geopolitical risk, and practical cross-border challenges facing advisers and investors today.

TAM Market Insight : April 2026

Quarterly Investment Perspective – Q2 2026

Our Q2 2026 Investment Perspective outlines our latest view on markets, portfolio positioning and key risks. Following a volatile first quarter, we take a balanced and flexible approach, reflecting both improved opportunities and ongoing uncertainty across global markets.

TAM Market Insight : April 2026

Experience Shapes Expectations

In this latest market update, we reflects on how a decade of quick market recoveries may be shaping investor expectations. Despite ongoing geopolitical tensions, markets have continued to rise, reinforcing the belief that setbacks are temporary The note explores why this may not be a reliable guide to the future and why diversification an...

TAM Market Insight : March 2026

Market Update: So… Who Blinked?

Following last week’s “who blinked” moment, markets have quickly shifted focus to oil prices, inflation and interest rate expectations. Phil discusses what has changed over recent days, why markets have become more volatile, and how portfolios are positioned.