At our March asset allocation meeting, the effects of Covid19 dominated our discussion. We concluded that it was appropriate to increase risk within client mandates, to a modest extent, to take advantage of recent falls.

Following this week’s exceptional market movements, an update on CAM’s thinking.

Read CAM’s thinking on the market impact of the Coronavirus in the short and long term.

In his latest article Daniel Minett, Investment Director at City Asset Management explains the reasons why commercial property can be a good investment decision.

City Asset Management are delighted to announce that our AIM Portfolio Service has been shortlisted as a finalist in the Investment Week Tax Efficiency Awards 2019/20 within the category of Best AIM IHT Portfolio Service - DFM provider.

City Asset Management had their annual bake day to raise money for the Macmillan charity.

Hilary Coghill in September 2019 Portfolio Adviser’s sponsored Natixis round table event, talking about ESG (Environmental, Social and Governance).

An Introduction to City Asset Management (CAM) AIM Portfolio Services - what we do, how we do it and why. CAM has 15 years experience in the AIM market, we are one of the longest established managers.

Aqib Hashamali explores the link between government policies and inflation and its impact for real return investing

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.

Asset allocation drives a majority of our returns. James Calder provides an insight into our current thinking and allocation calls in the prevailing uncertain market environment.

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.

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

Part 2: Phil Bagshaw talks to Wealth Manager magazine about the MPS service and CAM’s Real Return investment philosophy.

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.

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.

Part 1: Phil Bagshaw talks to Wealth Manager magazine about the MPS service and CAM’s Real Return investment philosophy.

Our analyst Alexandro Zaccarini sets out his thoughts on the UK’s Withdrawal Agreement from the European Union.

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.

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