While rates remain high, expectations for the peak are now lower and we may be nearing that zenith now. Geo-political uncertainty and market noise are making investors nervous, but not all is doom and gloom.

The AIM index has fallen substantially since the peak in 2021, but performance in CAM portfolios remains strong. It remains important to think and act as long term investors.

In this 15-minute video, we talk about the AIM investment market and discuss the political noise around business relief and inheritance tax planning.

James Calder, CAM Chief Investment Officer, shares his latest thoughts on markets, focusing on the recent Bank of England decision to hold interest rates at 5.25%.

With the growing application of artificial intelligence across various industries, what should we all be most excited about?

In relation to Alternatives, we believe our portfolios have ‘latent value’. This note seeks to unpack this concept in more detail.

Our Client Experience Manager, Tracy Coghill, interviews Louis Tambe, our Head of Managed Portfolio Services. They discuss his recent inclusion in Citywire's '30 Under 30' list.

James Calder introduces the alternatives asset class and gives some specific examples of how they are used in CAM portfolios. He addresses some of the challenges currently faced and his thoughts on how this asset class will perform looking ahead.

James Calder, Chief Investment Officer at CAM, shares his thoughts on current markets, focusing on inflation and interest rates, equities and property.

Gilts have not provided much in the way of positive real returns in more than a decade, so why do we now see a real opportunity to invest in this sector?

In this article, we assess the impact of the tumultuous start to 2023 on markets and give our view of what might come in the next six months for inflation and interest rates.

In relation to Alternatives, we believe our portfolios have ‘latent value’. This note seeks to unpack this concept in more detail.

Watch a recording of our first ‘Meet the Manager’ panel discussion, led by our CEO Nick Coghill. The Panel discusses a range of topics raised by clients.

While the gyrations of the market can be distressing during these troughs, they are a necessary part of the investment process and we remain excited about the potential future return of the portfolios.

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.