Our Year In Review looks back at some of our articles published over 2023, which are still relevant and may be interesting as you reassess your financial goals ready for 2024.

Tax receipts and better than expected borrowing figures allowed the Chancellor extra room for some tax cuts amid spending promises – can the Autumn Statement balance out?

James Calder, CAM Chief Investment Officer, shares his latest thoughts on markets, focusing on the signs we will be looking for to show markets are in recovery.

Pinning down recovery to one event is implausible, but we outline what signs we are looking for to herald the return of optimism in markets.

It seems likely that interest rates will remain around current levels for the next six months or so, but our next move is to consider how (and when) we will reposition portfolios once we are in a lower rate environment.

We continue our thoughts that the UK will enter recession. However our next move is to consider what we do next, and how (and when) we reposition our portfolios once we are in a lower rate environment.

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.