Sophie Barnett Sophie Barnett

Market Update: April 2024

James Calder, our Chief Investment Officer, shares his latest thoughts in his most recent market update.

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Sophie Barnett Sophie Barnett

2024 Budget

Read our summary of the key points in what is widely expected to be Mr Hunt’s final Budget ahead of a General Election.

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Sophie Barnett Sophie Barnett

Current Fraud Trends

This guide from PIMFA outlines some useful tips on how to stay protectd against the current fraud trends.

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Sophie Barnett Sophie Barnett

Reflecting on 2023

James Calder, CAM Chief Investment Officer, speaks with Investment Manager Denise Collins on the key themes of 2023 and his outlook as we look ahead to the new year.

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Sophie Barnett Sophie Barnett

2023 In Review

Our Year In Review looks back at some of our articles published over 2023, which are still relevant and may be interesting as you reassess your financial goals ready for 2024.

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Sophie Barnett Sophie Barnett

The 2023 Autumn Statement

Tax receipts and better than expected borrowing figures allowed the Chancellor extra room for some tax cuts amid spending promises – can the Autumn Statement balance out?

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Sophie Barnett Sophie Barnett

Market Update: November 2023

James Calder, CAM Chief Investment Officer, shares his latest thoughts on markets, focusing on the signs we will be looking for to show markets are in recovery.

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Sophie Barnett Sophie Barnett

When Will Markets Recover?

Pinning down recovery to one event is implausible, but we outline what signs we are looking for to herald the return of optimism in markets.

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Sophie Barnett Sophie Barnett

Valuation Commentary

It seems likely that interest rates will remain around current levels for the next six months or so, but our next move is to consider how (and when) we will reposition portfolios once we are in a lower rate environment.

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Sophie Barnett Sophie Barnett

Sustainable Valuation Commentary

We continue our thoughts that the UK will enter recession. However our next move is to consider what we do next, and how (and when) we reposition our portfolios once we are in a lower rate environment.

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Sophie Barnett Sophie Barnett

DEP Valuation Commentary

While rates remain high, expectations for the peak are now lower and we may be nearing that zenith now. Geo-political uncertainty and market noise are making investors nervous, but not all is doom and gloom.

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Sophie Barnett Sophie Barnett

AIM Valuation Commentary

The AIM index has fallen substantially since the peak in 2021, but performance in CAM portfolios remains strong. It remains important to think and act as long term investors.

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Sophie Barnett Sophie Barnett

AIM Webinar for Advisers: October 2023

In this 15-minute video, we talk about the AIM investment market and discuss the political noise around business relief and inheritance tax planning.

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Sophie Barnett Sophie Barnett

Market Update: October 2023

James Calder, CAM Chief Investment Officer, shares his latest thoughts on markets, focusing on the recent Bank of England decision to hold interest rates at 5.25%.

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Sophie Barnett Sophie Barnett

The Latest On Latent Value

In relation to Alternatives, we believe our portfolios have ‘latent value’. This note seeks to unpack this concept in more detail.

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Sophie Barnett Sophie Barnett

Interview with Louis Tambe: August 2023

Our Client Experience Manager, Tracy Coghill, interviews Louis Tambe, our Head of Managed Portfolio Services. They discuss his recent inclusion in Citywire's '30 Under 30' list.

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Sophie Barnett Sophie Barnett

Meet the Manager: Alternatives (July 2023)

James Calder introduces the alternatives asset class and gives some specific examples of how they are used in CAM portfolios. He addresses some of the challenges currently faced and his thoughts on how this asset class will perform looking ahead.

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Sophie Barnett Sophie Barnett

July Market Update

James Calder, Chief Investment Officer at CAM, shares his thoughts on current markets, focusing on inflation and interest rates, equities and property.

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