The first quarter of 2023 has seen modest progress in our benchmark index. However, after initial confidence at the start of 2023, conflicting data on inflation and interest rates has worried investors…

Following a year such as 2022, one can be forgiven for thinking that calm might return to markets in the new year. This has not been the case…

Following a year such as 2022, one can be forgiven for thinking that calm might return to markets in the new year. This has not been the case…

As we mark the one-year anniversary of our Sustainable Service, our Head of MPS Louis Tambe reflects on performance to date, and his views for the portfolios looking ahead.

While acknowledging the Prime Minister’s two objectives of halving inflation and reducing debt, Mr Hunt focused his Spring Budget on the Prime Minister’s third objective – getting the economy going.

2022 witnessed the worst calendar returns posted since the Global Financial Crisis. In 2023, we anticipate less bad news; inflation will moderate but interest rates will rise.

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.

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.

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.

Our Senior Investment Analyst, Louis Tambe, speaks with Investment Week about the outlook for sustainable funds

Will the tax increases and spending cuts in the Autumn Statement balance out? Read our summary to find out more.

Louis Tambe, Senior Investment Analyst, provides valuation commentary for sustainable investors, following a turbulent political environment.

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.

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’ (Harold Wilson), sums up the last week or so in the United Kingdom.

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.

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.

In what was dubbed by many a ‘mini Budget’, Kwasi Kwarteng unveiled an unexpectedly wide range of measures with some surprises.

Just days after taking office, Prime Minister Liz Truss has set out her government’s plans to tackle the rising energy cost crisis.

Members of the CAM team have achieve notable exam successes this summer, enabling us to provide the very highest levels of support to clients.