Market Insight 2018

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.

US equity market: Is this what they call an “up crash”?
TAM Market Insight

US equity market: Is this what they call an “up crash”?

June 2019

With the global bull-market in equities entering its 10th year we have, since the financial meltdown of 2008, lived through an era of long term positive investment return. No matter what has been thrown at these markets over that time, they have (almost) serenely sailed on to new highs. Volatility has collapsed and investment return re...

Sorting the 'Wheat from the Chaff'?
TAM Market Insight

Sorting the 'Wheat from the Chaff'?

June 2019
Is there life in the old frog yet?
TAM Market Insight

Is there life in the old frog yet?

June 2019
Germany are ahead but can the Italians equalise?
TAM Market Insight

Germany are ahead but can the Italians equalise?

June 2019
How will the trade war between US and China affect your investment portfolio?
TAM Market Insight

How will the trade war between US and China affect your investment portfolio?

June 2019
“That’s another fine mess you've gotten me into!”
TAM Market Insight

“That’s another fine mess you've gotten me into!”

June 2019
Shout loudly and wave a big stick!
TAM Market Insight

Shout loudly and wave a big stick!

June 2019
The Famous Five Save Global Markets
TAM Market Insight

The Famous Five Save Global Markets

June 2019
Has the bear returned or is this merely a tremor?
TAM Market Insight

Has the bear returned or is this merely a tremor?

June 2019
Is it time to run for the hills or stand your ground?
TAM Market Insight

Is it time to run for the hills or stand your ground?

June 2019
Is it crunch time for Trump?
TAM Market Insight

Is it crunch time for Trump?

June 2019
The Stag and his Reflection
TAM Market Insight

The Stag and his Reflection

June 2019

Looking for notes from past years?