Sustainable Valuation Commentary
Louis Tambe, Senior Investment Analyst, provides valuation commentary for sustainable investors, following a turbulent political environment.
“Be Fearful When Others Are Greedy And Greedy When Others Are Fearful”
Over the past 12 months, the FTSE AIM All Share Index generated a total return of -32.2%. Despite the market backdrop we have continued to outperform the challenging market.
‘The Growth Plan’ - a further update
On 17th October, Chancellor Jeremy Hunt announced what amounted to a near total unwind of Kwarteng’s ‘fiscal event’ of 23 September.
A week is a long time in politics…
‘A week is a long time in politics’ (Harold Wilson), sums up the last week or so in the United Kingdom.
The Growth Plan: An update
As the deadline approached for BoE support of the government bond market to expire, political turmoil ratcheted up. Read our summary of today’s changes here.
An update for clients
In less than a month, the UK has appointed a new Prime Minister, lost a much respected sovereign, implemented an energy price cap and seen a ‘mini-budget’, causing Sterling’s collapse against the US Dollar.
The Chancellor’s Growth Plan Statement
In what was dubbed by many a ‘mini Budget’, Kwasi Kwarteng unveiled an unexpectedly wide range of measures with some surprises.
Energy Costs Statement
Just days after taking office, Prime Minister Liz Truss has set out her government’s plans to tackle the rising energy cost crisis.
Congratulations to everyone on their exam successes
Members of the CAM team have achieve notable exam successes this summer, enabling us to provide the very highest levels of support to clients.
Annual Captains’ Charity Day at the Gog Magog
CAM was delighted to sponsor the 16th hole at the recent Gog Magog annual captains’ charity day.
Expanding our team in Cambridge
We are excited to have expanded into Cambridge, recently hiring a team covering investment management and financial planning.
An update for our clients
As a brief recap, we entered 2022 with a degree of optimism however the changing environment means we have evolved client portfolios.
Spring Statement
The Spring Statement was not meant to be a mini-budget, despite what many headlines suggested. Read our summary of the key points.
Discretionary Management Under an LPA
We welcome the announcement by the Office of the Public Guardian earlier this month regarding discretionary investment management…
Focus on Renewables
James Calder, Head of Research, highlights an investment that may be a beneficiary of rising inflation and electricity prices - renewables.
Important changes for trustees coming later this year
If you are a trustee, or expect to become one soon, you’ll need to become familiar with the new online Trust Registration Service.
Ukraine update
Given the ongoing situation in Ukraine, we share an update on the impact on portfolios and how we are responding to market conditions.
Case Study | Portfolio Review
In this case study, our Head of Research James Calder looks at helping a client invest cash in their SIPP, to grow steadily over the longer term.
Comments on Ukraine
With this week’s events in the Ukraine, geopolitical risk has increased and markets have reacted accordingly.
Scams and Frauds
In recent months, many of us have been surprised by the unprecedented number of reports of attempted fraud and scam activities.
 
                         
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
