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Deep-dive analysis into long term trends, investment themes, and portfolio strategy curated by TAM’s research team.
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...
Global equity markets have fallen and volatility has spiked. We ask if this will sort the 'Wheat from the Chaff'?
February was certainly one of the worst months for stock markets since 2008. A profound inflation scare led to US equity markets plummeting over 12% in just two weeks before rebounding strongly. The drama is not over and we remain firmly in the grips of these wild swings with markets falling again during the final days of the mon...
Much has been made in sporting history about German-Italian football rivalry. The two most successful football nations in Europe have made a collective fourteen appearances in FIFA Wold Cup finals
When US President Donald Trump came to power last year, he brought with him an ambitious list of goals, including; building a wall between the US and Mexico, preventing some ethnic groups from entering the US
In the wake of the last Italian election, we released an article highlighting the volatile nature of Italian politics
President Theodore Roosevelt once said, in relation to US foreign diplomacy, “Speak softly and carry a big stick.”
Markets have taken an unfamiliar tumble based on news that is not really any different than that pervading over the past 3-4 months. So why now, and how serious is it?
After the volatility we saw in October investors would be forgiven for thinking markets were long overdue a respite from the assault of disruptive headlines.
I was sat with my godson at the weekend choosing a bed time story. To my surprise I was handed a copy of that well known and staunch guide to childhood morality – Aesop’s Fables.