Market Update - 9th April 2025
Following the short update from last week, we share our more detailed thoughts in terms of market performance, tariff negotiations, and potential asset allocation changes.
Market Update - 4th April 2025
Read our latest market update, following the sweeping tariffs announced by US President Trump on ‘Liberation Day’ and the effect on global equity markets.
The Spring Statement - 26 March 2025
Read our summary of the key points from Chancellor Reeves’ Spring Statement.
The Trump Effect
Following a tumultuous start to the new presidency, our Chief Investment Officer discusses the impact on markets and your investments.
Market Update: February 2025
In his latest market commentary, James Calder, our Chief Investment Officer, focuses on the topic of President Trump’s re-election and his impact on markets. James also shares his thoughts on the UK economy.
Market Commentary, January 2025
Our CIO, James Calder, comments on the US economy in the wake of Trump’s second presidency. He considers how CAM is positioning client portfolios and our decision to increase allocations to the US.
2024 In Review
Our Year In Review looks back at some of our articles published over 2024, which are still relevant and may be interesting as you reassess your financial goals ready for 2025.
Year End to New Year – key trends for portfolios in 2024 and 2025
Our CIO, James Calder, looks back to the central bank decisions, elections and many other key issues from 2024. Looking ahead, he explains why he is quietly optimistic and identifies the trends we anticipate will influence our strategy in 2025.
AIM Update, November 2024
In the latest update following the changes in the 2024 Budget, our investment team discuss how a well-managed AIM portfolio can still play a valuable role in reducing one’s Inheritance Tax burden.
Market Update: November 2024
Following the impact of the Budget on the UK market and the news of a Trump victory in the US , our Chief Investment Officer, James Calder, shares his thoughts on what these significant events have meant for your CAM investments.
What does the 2024 Budget mean for you?
Following our Budget summary, we have drawn together key changes to the rules on Inheritance Tax, Capital Gains Tax and pensions, as well as some case studies showing the impact that effective planning decisions can make.
The Autumn 2024 Budget in Summary
In presenting Labour’s widely anticipated first Budget in 14 years, the Chancellor was faced with a challenging task. Read our summary of the key aspects of the Budget that are likely to affect you.
An Update on our AIM Service
With less than a week until the budget, we provide a brief update on our AIM service. We focus on some of the activities which will not change, regardless of what happens on the 30th October.
Market Update: August 2024
James Calder, our Chief Investment Officer, comments on the recent UK interest rate cut, as well as US and Japan markets.
Market Update: June 2024
James Calder, our Chief Investment Officer, shares his latest thoughts in his most recent market update.
Market Update: April 2024
James Calder, our Chief Investment Officer, shares his latest thoughts in his most recent market update.
2024 Budget
Read our summary of the key points in what is widely expected to be Mr Hunt’s final Budget ahead of a General Election.
Current Fraud Trends
This guide from PIMFA outlines some useful tips on how to stay protectd against the current fraud trends.
Market Update: January 2024
James Calder, our Chief Investment Officer, starts the new year with a short update on markets.
Reflecting on 2023
James Calder, CAM Chief Investment Officer, speaks with Investment Manager Denise Collins on the key themes of 2023 and his outlook as we look ahead to the new year.