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TAM Market Insights
Stay ahead with expert commentary and timely updates
News, articles and insights should not be considered as advice and when investing you should seek professional advice to make sure it is suitable for your knowledge, experience and personal circumstances. Investments can rise and fall and you may get back less than you put in. All content was considered correct at the time of writing and we are not responsible for any errors, omissions or changes.
TAM Market Insights
Deep-dive analysis into long term trends, investment themes, and portfolio strategy curated by TAM’s research team.
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...
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.
TAM Market Insight : March 2026
Who Blinks First?
Markets have weakened following a sharp escalation in US/Iran tensions. Rising energy prices are beginning to shift inflation expectations and could delay rate cuts. Our cautious positioning, with lower equity exposure and limited duration, is helping to navigate the volatility.
TAM Market Insight : March 2026
Middle East Escalation: Market Perspective
Middle East tensions have escalated and markets have reacted with weaker equities and higher oil. We outline the key risks, including inflation, energy supply and central bank response, and explain how diversified portfolios are positioned to manage volatility calmly and deliberately.
TAM Market Insight : February 2026
Investment Perspective Q1 2026
The 2026 investment landscape is finely balanced, with supportive earnings and policy expectations tempered by elevated valuations and persistent geopolitical risks. TAM portfolios remain cautiously positioned and modestly underweight equities, selective in alternatives, and neutral in fixed income reflecting reduced margin for error but ...
TAM Market Insight : January 2026
A Healthier Kind of Volatility
Markets are becoming more selective. Investors remain engaged, but with greater discipline, as capital rotates away from crowded areas and towards a broader range of opportunities. This environment rewards diversification, valuation awareness, and active decision-making. At TAM, we build globally diversified portfolios designed to navigat...
TAM Market Insight : December 2025
2026 Outlook: From Concentration to Broadening Opportunity
A year-end investment outlook reflecting on the resilience of markets in 2025 and the risks and opportunities shaping 2026. The note explores AI-driven concentration, the case for broader market leadership, and how diversified portfolios are positioned across equities, fixed income, and regions.Search Market Insights
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