Joanne Mallett Joanne Mallett

2019 PAM Top 40 Under 40 Awards

We are delighted to announce that Denise Collins, an investment manager in our team has been named in the prestigious PAM Top 40 Under 40 for 2019.

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Joanne Mallett Joanne Mallett

Shareholder value in a populist world

We often talk about politics, markets and economics separately as if they exist in a vacuum from each other. In reality though they are of course inextricably linked, and we think analysing these connections is going to be especially important to our portfolios over the coming years.

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Joanne Mallett Joanne Mallett

City Asset Management partners with Montessori at 2019 RHS Chelsea Flower Show

We are delighted to partner with Montessori St Nicholas to create a Space to Grow garden at the 2019 RHS Chelsea Flower Show. Designed by award-winning landscape designer, Jody Lidgard, the garden marks 100 years since Maria Montessori first bought her pioneering teaching methods to the UK, and reflects the key principles that lie at the heart of her child-centric approach to education

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Joanne Mallett Joanne Mallett

Property - uncertainty, illiquidity and the return of swing pricing

City Asset Management favour direct commercial property as an asset class. However, there are two ways of accessing property exposure through funds – open-ended vehicles and closed-ended vehicles (i.e. investment trusts). We tend to favour the latter due to the constant liquidity of this investment vehicle.

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Joanne Mallett Joanne Mallett

Markets - Where do we go from here?

James Calder, Head of Research looks at our current thoughts on the markets post the last quarter market turmoil of 2018 and our asset allocation thoughts as we enter the end of an economic cycle.

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Joanne Mallett Joanne Mallett

Active vs Passive: the good, the bad and the average

There is a lot of debate around the merits of passive investments that track markets versus their actively managed counterparts. As inflation-plus investors we are agnostic on the two approaches and are happy to use both in our portfolios. In this article Duggie Hawkins, CFA explains why we are moving more towards actively managed funds at this point in the economic cycle.

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Joanne Mallett Joanne Mallett

City Asset Management - In the Press

Hilary Coghill talks with Portfolio Adviser about our approach to investing and our views of markets, structured products and alternative investments.

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Joanne Mallett Joanne Mallett

What Might “No Deal” Mean?

For those hardy souls, not yet bored by Brexit, we examine what “no deal” might mean and what trading under World Trade Organisation rules might mean.

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Joanne Mallett Joanne Mallett

Absolute return funds: what a wealth manager wants

Analysts from several wealth managers, including Philip Bagshaw, CFA from City Asset Management, discuss what they look for in absolute return funds and the key role the sector plays in private client portfolios.

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Joanne Mallett Joanne Mallett

Should We Be Fans of the FAAAN's?

In the USA, 5 listed companies have a market capitalisation that is larger than the combined value of the FTSE 100. We examine the phenomenon that is Facebook, Amazon, Apple, Alphabet and Netflix and the implications for investors

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Joanne Mallett Joanne Mallett

CAM In the Community

The summer weather has encouraged many of our staff to raise funds for charity.

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Joanne Mallett Joanne Mallett

The Bull Has Further To Run

After the recent sell-off and recovery, what next for markets? In this piece we examine the outlook for equities.

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Joanne Mallett Joanne Mallett

An Investment in Sewage

Infrastructure investments aim to offer predictable returns from a portfolio of assets that have little relationship to other investments such as the stock market. We look at how our clients money is being used to finance a £4.2bn project to build London’s new ‘super-sewer’.

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