Investment Note

Market Insights 2019


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. Firstly, the news that the UK’s largest public sector pension scheme has been put under political pressure to dump its sleeve of active managers for passive investments, following the Woodford debacle which the fund had a position in.

TAM Asset Management’s 2019 investment performance has, to date, outperformed its benchmark while maintaining a lower risk profile. This has been achieved with an overall cost reduction in headline fees back to clients...

Lester and James provide us with an overview of how markets fared in the first 6 months of 2019, an insight into how our portfolios performed and how we were positioned. James highlights some of our clients' concerns and what we are doing to mitigate those, and Lester lets us in on...

It is fair to say that 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.  But 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 early...

For most readers, “FOMO” or “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”.

As you are fully aware, IFAs are driven as part of the onboarding process, for clients to discern a risk profile that is appropriate for their circumstances. It’s a well-trodden path and we all know where we stand because Balanced means Balanced. But does it?

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 concerns over recent performance...

What do both May and October have in common for stock markets? They are both months when investors tend to adopt a decidedly negative view on stock markets. “Sell in May and go away, come back on St. Leger’s day” is an adage which refers to the custom of leaving London in the hot months between May and September...

Whether you are saving for your first house, your child's education or to simply start building a nest egg, TAM may have the investment solution for you. James jumps in front of the camera to talk to us about the power of long-term investing, the wide range of portfolio options available to clients, and all the benfits of an ISA that clients could, and should, take advantage of. 

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!

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.

JOIN US ON

       

Client Login