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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.
Quarterly Commentary Q2 2017
The first month of the quarter saw the surprise snap General Election called by Theresa May
Trump takes his throne
The dust had settled, the shock had begun to subside and the hecklers had… well they’re still heckling… but nonetheless, Donald Trump was sworn in as the 45th President of the United States, taking his throne as leader of the world’s most powerful nation.
A journey through Europe’s political minefield
I don’t think we’re alone in saying 2016 will go down in history as a watershed moment for global politics
May's u-turn: Why now?
From the toppling of a Prime Minister and flash crashes in the pound, all the way down to the callous downsizing of our nation’s Toblerone bars, the UK’s historic Leave vote from the EU continues to run more like a suspense-filled thriller than a political motion to leave the single market.
Domestic disappointment, international success?
For all of President Trump’s posturing on Twitter, we don’t envy his position. If people came to you with the notion they would be closely judging your achievements in your job over the first 100 days, would you be concerned?
Could Trump bring the bull market to a halt?
The recent high profile news in the US is about Trump (no surprise there then!) and his seemingly irrational behaviour with regards to the abrupt firing of his FBI Director and the Russian influence that portended it. This has taken centre stage and caused the first real short-term market setback for months.
Another Binary Event - UK General Election
In a strange twist of fate, with just two weeks to go until the anniversary of the Brexit referendum, the UK electorate is back in the polling booth, voting on the direction of UK politics. Now, for many this will be a proxy vote on allowing Mrs. May to continue what she started with the issuing of Article 50.
Message from the Chairman
Markets continue to make headway and have had an almost unprecedented bull run since April 2009 when TAM wrote its note, “The Green Shoots of Recovery”.
Protecting clients' wealth through turbulent times
To Serve and Protect' is a phrase of singular simplicity coined by the LAPD in the 50’s to embody its mission statement. Since then, it has cemented itself as the cornerstone of US, and arguably global law enforcement.
Why we're banking on banks
The financials sector has had a volatile start to the year following strong performance towards the end of last year as prospects of growth and inflation from a stimulative economic agenda from the Trump administration buoyed the sector.
TAM goes exotic in the hunt for yield
Uncovering the opportunities in emerging market debt
Ask any investor what the major difference is between holding a company’s debt and a company’s equity and they will tell you bond holders are protected as, in the case of bankruptcy,
Passive vs Active: The game has changed but the rules are the same
The game may have changed but the rules remain the same.
Sir John Templeton famously said, “The four most expensive words in the English dictionary are ‘this time it’s different.’”
Equity Markets; Nowhere else to hide?
There doesn’t seem to be any stopping equity markets this year as they continue to climb higher and higher due to a genuine absence of anywhere else to go in order to sustain a reasonable return.
Millennials: Well-educated, tech-savvy and ready to change the world
Some say they’re just out of nappies, others say they’re the next world leaders, we say that the Millennial generation (those born between 1980 and 1999) are transforming the image of socially responsible investing (SRI).
100 days to deliver
2016 was tumultuous in the context of political upheaval but 2017 promises to be no less interesting. Decisions made by the electorate in the UK over Brexit and the US over Trump, will see their expectations or fears unfold in 2017-2018. For once, the politicians have to deliver on the electorate's wishes.