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TAM Market Insights 2026
Stay ahead with expert commentary and timely updates
TAM Market Insights
Deep-dive analysis into long term trends, investment themes, and portfolio strategy curated by TAM’s research team.
TAM Outlook 2014
Equities higher, government debt uninspiring; more of the same?
The start of the long awaited withdrawal of Fed stimulus for the bond market is upon us and will have ramifications for global markets if handled badly. But, like an energy drink, the stimulating effects saw equity markets finish 2013 on a high from which the...
Bull vs the Great Bear
Is it time for the bulls to hold their nerve as the Great Bear stirs?
The year that never was (April 2013 - March 2014)
On the face of it, there was a lot going on during the year. Global markets dealt with a US government shut down, Federal Reserve tapering,
35 percent. How low can you go?
“The President of the Commission, Mr. Delors, said at a press conference the other day that he wanted the European Parliament to be the democratic body of the Community, he wanted the Commission to be the Executive and he wanted the Council of Ministers to be the Senate. No. No. No.”
Margaret Thatcher, Houses...
The Scottish Referendum: What would Paul say?
Who remembers Paul the Octopus from the 2010 World Cup in South Africa?
Bond Yields; that sinking feeling
Should we be concerned that government bond yields remain near historic lows?
Slamming the door before the horse bolts
Could the Fed stop investors from exiting bond funds?
MH17. Realpolitik in action
The real trouble with liars is that there is never any guarantee against their occasionally telling the truth.
Kingsley Amis
Walking around the bear
“There’s nothing like an airport for bringing you down to earth”
Richard Gordon
JAPAN - Beware of bull
TAM clients may have noticed the successful investment into Japanese equities bought earlier in the Spring
Bill Gross "King of bonds"
“Begin at the beginning," the King said, very gravely, "and go on till you come to the end: then stop.”
Lewis Carroll, Alice in Wonderland
Weighing it up
Stock markets appear to have regained some poise after a few frantic weeks that saw the FTSE100 fall around 10%, and 10-year Gilt yields,
Winning with the Collapse in Oil
“I’ve been on both sides of a lot of oil and gas price swings. Every time, the first question people always ask is who wins and who loses”. T. Boone Pickens, founder and chair of BP Capital.