Ethical investing: The gift that keeps on giving

As we approach the festive season, and the end of what has been an action-packed year for  investors, TAM’s Ethical portfolios have risen above the ranks to deliver some of the strongest returns over their long-term tenure on both an absolute basis and even relative to our ‘mainstream&rsquo...

A bad year for liquidity (If you are one of the unlucky)

Whilst the markets continue to show clients positive gains, for some investors a very good year for investment returns could have been a very bad year for liquidity.

Three Hours Too Soon Than A Minute Too Late?

It’s been somewhat of a melancholy end to the third quarter for active managers. Two pieces of news have surfaced which serve to take the shine off the benefits of active management.

An exciting six months

Through the Lens is back again with the first instalment for 2019 and in the spotlight are our UK CEO, Lester Petch, and Senior Investment Manager, James Penny. Lester and James provide us with an overview of how markets fared in the first six months of 2019, an insight into how our portfolios performed and...

A glittering six months for gold

Over the last year financial markets have taken investors on a rollercoaster ride with markets rising, then tumbling, before recovering to reach all-time highs once again.  Through all this, one of the only asset classes that has steadily risen to cut through the volatility is gold.  We are pleased to say we joined this trade...

Taking a moment to pause...

Are you suffering from FOMO?

“FOMO” or the “Fear Of Missing Out”, might be a phrase you’ve heard bandied about the homestead by your millennial teenagers as they head off to university and is formally defined as, “a feeling of anxiety that an exciting or interesting event may currently be happening elsewhere”.

Never put all your eggs in one basket...

Can we offer some words of caution; never put all your eggs in one basket! I am sure you were as surprised and disappointed as I to read on Monday about the suspension of the LF Woodford Equity Income fund.  The Fund managed by Neil Woodford (of Invesco Perpetual Income Fund fame) had, due to several reasons including concern...

Down but not out!

2018 will hardly be remembered as a vintage year for global markets, in fact, it will likely be lamented with a grimace as the year that broke the back of the 10-year bull run and a year when investors were reminded, uncomfortably, that markets go down, as well as up.

Active management is dead, long live active management!

Think back to the turn of the millennium, what were you doing? More than likely cracking open the bubbles to see in the dawn of a new era, perhaps some of us were fretting over the infamous Y2K computer meltdown heralded at the stroke of midnight!