Adviser Newsletter, January 2025

Welcome to our first newsletter of 2025.

This quarter we have included a wide range of topics to set the scene for the months to come, taking a broad approach to the issues that impact you and your clients. We examine changes to the holdings in your clients’ portfolios, focus on the bigger picture in markets around the world and look at issues that may impact your clients’ pensions and IHT planning.

With a background of unprecedented interest in US affairs, our Chief Investment Officer, James Calder, shares his views on the outlook for markets in the early days of Trump 2.0. James covers global trends in 2025 and explains how we’re positioning your clients’ portfolios to reflect our house view. As pressure on the UK Government continues, we also include an article on UK government bonds and interest rates to consider how we’re currently investing in these assets. Our overall view remains positive and we look forward to how this is reflected in the performance of your clients’ portfolios. James was recently invited to speak to the team at FT Adviser about asset allocation decisions, including the use of equal weight index funds . You can read the short interview here.

Finally, we are pleased to share the latest Defaqto ratings with you; CAM’s renowned AIM Portfolio Service has achieved 5 diamonds to add to its 5 star rating. And the good news continues with CAM’s nomination for three COLWMA awards. We’ve provided a link to the voting website and would be delighted if you choose to support us. 

We welcome your feedback on any of the topics covered or suggestions for areas of interest to include in our next newsletter, published in April.