Sustainable Valuation Commentary
2022 started with confidence, but it was short lived. Many recent success stories like electric vehicles lost their shine and valuations plummeted. This commentary looks ahead to our expectations for 2023.
DEP Valuation Commentary
While a new year might not herald a dramatic turnaround in global economic fortunes, the bad news does not appear to get worse. Lower markets have enabled us to increase the quality in portfolios.
AIM Valuation Commentary
2022 was a difficult year for AIM companies, but our long-term approach and management mindset for deploying capital has enabled us to take a more reasoned view.
Sustainable Funds Update
Our Senior Investment Analyst, Louis Tambe, speaks with Investment Week about the outlook for sustainable funds
The 2022 Autumn Statement
Will the tax increases and spending cuts in the Autumn Statement balance out? Read our summary to find out more.
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.