Weekly Market Briefings

A concise overview of global markets every week. Coverage includes macro drivers, currency shifts, bond and equity sentiment.


Market Insight Notes

Deep-dive analysis into long term trends, investment themes, and portfolio strategy curated by TAM’s research team.

Is the Party Over?
TAM Market Insight

Is the Party Over?

July 2019
A Review of our 2009 Investment Notes
TAM Market Insight

A Review of our 2009 Investment Notes

July 2019
Pictures Can Tell a Thousand Words
TAM Market Insight

Pictures Can Tell a Thousand Words

July 2019
A Weaker Dollar
TAM Market Insight

A Weaker Dollar

July 2019

Dollar Bears have the upper hand! Is it a coincidence that, as Gold breaks through the $1,000 an ounce level, the US Dollar has fallen to its lowest level against many of its major trading partners in over a year? A report this week has suggested that some countries (particularly China) are, once again, diversifying reserves away from ...

Equity Market Rally
TAM Market Insight

Equity Market Rally

July 2019

Will there be a Sting in the Tail? Equity markets have railled strongly since their mid-March lows on optimism that a global economic recovery is under way;  however, in their fervour, are investors actually ignoring the underlying economic fundamentals?  In this note we ask,"Will there be a sting in the tail for equity ...

UK Banking Sector
TAM Market Insight

UK Banking Sector

July 2019
Absolute Return Equity Funds
TAM Market Insight

Absolute Return Equity Funds

July 2019
GiltsFace Mounting Headwinds
TAM Market Insight

GiltsFace Mounting Headwinds

July 2019
Green Shoots of Recovery
TAM Market Insight

Green Shoots of Recovery

July 2019
The Economy Will Recover
TAM Market Insight

The Economy Will Recover

July 2019
The Road to Recovery
TAM Market Insight

The Road to Recovery

July 2019
Obama No Quick Fixes
TAM Market Insight

Obama No Quick Fixes

July 2019
With UK interest rates poised to fall even further…Is Cash still King?
TAM Market Insight

With UK interest rates poised to fall even further…Is Cash still King?

July 2019

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