Market Insight 2024

As 2025 approaches, the US market remains the focal point for investors. While optimism is high, potential risks call for careful positioning. Discover how TAM is balancing opportunities with diversification to navigate the year ahead.

TAM's ESG Analyst, Dan, explores the challenges and opportunities in sustainable investing as we head into 2025. From climate concerns to regulatory advancements, the note highlights how TAM’s Sustainable World portfolios are positioned to navigate this evolving landscape and deliver long-term value for clients.

Donald Trump’s return as the 47th President of the United States has already begun to shake up the markets. In this note, James Penny reflects on TAM’s swift response to the election outcome, shares insights on key policy impacts on portfolios, and discusses what we might expect from Trump’s first 100 days and beyond.

Gold has returned 22% in the last six months driving the metal to all-time highs in US dollars as well as multiple other currencies. The question investors must ask is whether this is a cyclical move, or has gold proved itself as a building block within portfolios?

Twist and turns in the Magnificent 7 have propelled the S&P 500 beyond what many investors have expected. Optimism surrounding the utility of artificial intelligence (AI) to transform businesses have led a ‘gold rush’ to beneficiaries of the technology.

After a strong rally since the start of the year, the first week of August saw a deeply negative period for developed markets.

With the British Prime Minister, Rishi Sunak, recently announcing a snap general election taking place on the 4th of July, it is worth taking a look at how TAM think this is going to play out in the market.

Are we now in a “race to the bottom” paradigm where DFMs are being pressured to slash fees to compete for assets whilst still offering value for clients? In this Market Insight we explain why we do not believe this is the case.

Any movie watcher will know that well-trodden scene in which the hero puts the villain to the sword, turns around triumphantly only to see the same villain rising ominously behind them ready for action. In this Market Insight we discuss inflation and is it really under control?

In the first three months alone, stock markets have already met or exceeded their targets for the entirety of 2024. Some will see this as a sell signal and others, a buy signal. Well, that’s what makes a market. In our Market Insight we take stock of an exciting start to the year.

2023 has drawn to a close and investors are beginning to open the bonnet of their portfolios to check which areas need tweaking.