31st January 2025
Q1 2025 Market Outlook: A Strong Finish, A Cautious Start
Markets ended 2024 on a high, with U.S. equities and corporate bonds leading the charge. But what’s next? In this Q1 2025 update, we explore opportunities in undervalued UK and European markets, potential volatility ahead, and how TAM is positioning...
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5th October 2024
Q4 Market Update and Outlook
James reviews Q3 market performance, highlighting the tech sector slowdown and opportunities in UK, European, and emerging markets. He also discusses the positive performance of bonds and TAM’s focus on diversification and active management.
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5th October 2024
Q4 Sustainable Investment
Dan reviews TAM’s Sustainable Portfolios, covering the rotation into higher-quality stocks and the strong performance of ethically-sourced commodities and green infrastructure, showing how TAM is positioned for growth despite political and interest rate uncertainty.
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5th October 2024
Q4 Sharia Portfolios
Francis shares an update on TAM’s Sharia portfolios, highlighting strong performance in US stocks, a shift to multi-asset investments, and the use of passive ETFs to reduce costs and improve diversification. He also discusses TAM’s work with other asset managers.
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31st July 2024
Q3 Market Update with James Penny
James Penny, Chief Investment Officer of our investment manager, TAM Asset Management, provides us with an overview of the third quarter of 2024.
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31st July 2024
Q3 Sustainable Investing with Dan Babington
Dan Babbington, Portfolio Manager at our investment manager TAM Asset Management, gives us his views on the Sustainable (ESG) investment landscape and the factors which affected our sustainable model portfolios in the third quarter of 2024.
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31st July 2024
Q3 Sharia Investing update with Francis Banzon
Francis Banzon, Portfolio Manager at our investment manager TAM Asset Management, reviews the investment landscape and how our Sharia-compliant portfolios are positioned for the third quarter of the year
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25th April 2024
TAM Sharia Portfolio Review for Q2 2024
Francis Banzon, Portfolio Manager at our investment manager TAM Asset Management, reviews the investment landscape and how our Sharia-compliant portfolios are positioned for the second quarter of the year.
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24th April 2024
TAM Sustainable World Update Q2 2024
Dan Babbington, Portfolio Manager at our investment manager TAM Asset Management, gives us his views on the Sustainable (ESG) investment landscape and the factors which affected our sustainable model portfolios in the first quarter of 2024.
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23rd April 2024
TAM Q1 2024 Review and Outlook
James Penny, Chief Investment Officer of our investment manager, TAM Asset Management, provides us with an overview of the first quarter of 2024. What assets classes performed well and how this resulted in a strong performance across our range of...
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12 January 2024
Multi-Asset portfolios - A review of 2023 and opportunities for 2024.
What were the drivers of 2023's positive return and where will be positioning our multi-asset portfolios in 2024. TAM UK CIO, James, discusses this and more.
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12 January 2024
Sustainable (ESG) Investments - A review of 2023 and outlook for 2024.
Its been a mixed year for sustainably-themed investments. Dan, reviews the past year and gives us an insight to the opportunities for our Sustainable World, portfolios in 2024.
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12 January 2024
TAM Sharia Portfolio - A review of 2023 and outlook for 2024
TAM UK's Analyst, Francis, review the past year and new exciting opportunities for our Sharia-compliant managed portfolios.
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18th October 2023
TAM through the lens - Outlook Q4 2023
Will inflation persist as we enter the winter months? Will we see further interest rates hikes? or could we enjoy a santa rally? James gives his outlook for rest of the year.
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18th October 2023
How did markets perform in Q3 2023?
How did markets perform in the third quarter? TAM UK CIO, James Penny, reviews the major events effecting financial markets in Q3 of 2023.
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18th October 2023
TAM Sustainable World Q3 Review 2023
With ESG (Ethical, Social & Governance) considerations now becoming integrated into every aspect of our life, not just investment, its great to see TAM not resting and continuing to innovate in the sustainable space.
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26th September 2023
TAM Liquidity Plus: A model portfolio to beat the banks
In this webinar Lester and James discuss the TAM Liquidity Plus model portfolio-cash alternative product returning net 5% per annum, designed to combat rising interest rates and prevent clients from simply running to the bank.
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August 2023
TAM Outlook for 2H 2023
TAM UK CIO James Penny and Analyst Dan Babington discuss our outlook for markets during the second have of the year and explain how our portfolios will be positioned.
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August 2023
TAM Q2 2023 ESG & Sustainability Review
TAM have been managing ESG and Sustainability focused portfolios for almost a decade. TAM UK CIO and Sustainability Analyst Dan Babington discuss how they performed during the first have of the year.
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August 2023
TAM Q2 2023 Bond Market Review
In an inflationary environment emphasised by soaring interest rates, few would have predicted bond markets to perform well. TAM's UK CIO, James Penny and Analyst Dan Banington discuss this performance and some of the brighter areas of the market.
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August 2023
TAM Q2 2023 Global Asset Allocation Review
TAM's UK CIO, James Penny and Analyst Dan Banington discuss 2023 global asset allocation and some of the brighter areas of the market.
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April 2023
TAM Q1 2023 Market Review
The first quarter of 2023 was a roller cost ride for both equity and bond markets. Persistent inflation and a fully fledge banking liquidity crisis did little to derail headline indices which posted strong gains. In this video our investment...
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March 2023
TAM Outlook for 2023
CIO James Penny and Senior Analyst Dan Babington share their outlook for financial markets in 2023 and highlight some of areas of investment opportunity they will be focusing on throughout the year.
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October 2022
How did markets fare in Q3?
The third quarter (unfortunately) had it all. The initial wave of optimism that inflation was under control and interest rates had peaked, turned to pessimism as central banks signalled their intention to do whatever it takes to rein in inflation....
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Jul 2022
TAM goes carbon net neutral
To be fully aligned with our ESG mandates TAM became carbon net neutral in 2022. Stephanie, head of charities, speaks about this, You Give, We Give and our other charity initiatives.
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Jul 2022
TAM's Q2 review and outlook for 2022
Our Chief Investment Officer James Penny walks us through a challenging start to the year and identifies the bright spots for the remainder of 2022.
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May 2022
TAM Through the Lens: A volatile start to 2022
Through the Lens returns for 2022! Lester and James are back in front of the camera to update you on all things TAM. They will take a look at what we were up to in Q1, in particular the launch...
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May 2022
TAM Through the Lens: 2021 Q3 review and Q4 outlook
Lester and James are back in front of the camera and in this episode they take a look back at Q3, and give us their outlook for the final quarter of the year and beyond in to 2022.
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May 2022
TAM Through the Lens : Adapting to a post-pandemic world
TAM CEO Lester Petch and CIO James Penny are finally back in the spotlight for the long-awaited return of our Through the Lens video series. In our latest episode, Lester and James are focussing on distribution. They discuss how TAM...
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May 2022
ESG Investing Explained - The Future of ESG investing
ESG Investing Explained - The Future of ESG investing
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May 2022
TAM Talks 2020: The end of ESG as we know it
Many of our ESG funds held within the TAM ESG portfolios have continued last year’s outperformance during this heavy market sell-off, losing significantly less than their benchmark and peers, and what this has showed us is the importance of owning...
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May 2022
TAM and Defaqto Present ESG Greenwashing and Riskwashing
TAM and Defaqto Present ESG Greenwashing and Riskwashing
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May 2022
ESG Investing Explained: Terminology & Definitions
ESG Investing Explained: Terminology & Definitions
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May 2022
ESG Investing Explained - How can you make money from ESG
ESG Investing Explained - How can you make money from ESG
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May 2022
ESG Investing Explained: ESG as a Diversifier
ESG Investing Explained - ESG as a Diversifier
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May 2022
ESG Investing Explained: Busting the Myths
ESG Investing Explained - Busting the Myths
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May 2022
TAM Talks: A Masterclass in Sharia Investments
TAM UK's CIO James Penny will talk us through the nuances of the Sharia finance market, including the challenges and opportunities faced by investors. James will also focus on how he and his team construct the TAM Sharia Model Portfolio...
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May 2022
TAM Talks: 2020 Hindsight and Tomorrow's Outlook
Our UK investment team will be giving their review of 2020 and more importantly their thoughts for the year ahead.
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May 2022
TAM Talks: What about Brexit?
On the 31st January 2020, following repeated delays amid a period of deadlock and turmoil in the British parliament, the UK finally left the EU. No sooner had negotiations begun on the post-Brexit relationship, than the coronavirus pandemic effectively halted...
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May 2022
TAM Talks: Diversifying with alternatives
Following on from the success of last month’s ESG webinar where we asked listeners to vote on what topics we should discuss next, we are pleased to announce that our upcoming TAM Talks will feature a special macro update from...
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May 2022
Market Update 2020: Its not about timing the market but time In the market
Its not about timing the market but tin In the market
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May 2022
TAM Through The Lens: 2019 round up and 2020 outlook
TAM Through The Lens - 2019 round up and 2020 outlook
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May 2022
TAM Through The Lens: Ethical Investing
TAM Through The Lens - An ethical investing special
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Jul 2019
TAM Through the Lens: 2019 The year so far.
Lester and James provide us with an overview of how markets fared in the first 6 months of 2019, an insight into how our portfolios performed and how we were positioned. James highlights some of our clients' concerns and what...
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Dec 2018
TAM Through the Lens: 2018 Navigating the markets
Through the Lens is back again this month with our senior investment manager, James Penny, once more in the spotlight. As we approach the end of the year, we asked James to tell us what he believed to be the...
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Dec 2018
ISA Season 2019. We sit down with J. Penny, Senior Investment Manager at TAM Asset Management
TAM kicks off our brand new 'Through the Lens' video series with a message from our senior investment manager, James Penny. James talks to us about October's unprecedented market volatility, investments in which he is seeing great value but also...
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Dec 2018
An introduction to TAM and our investment services
We are an independent investment manager that partners exclusively with Financial Advisers, Intermediaries and other Fiduciaries to create investment solutions tailored to the needs of their clients. From our offices in the United Kingdom, Europe and international office in Mauritius,...
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