TAM Asset Management Ltd

2024 has been a landmark year for MSB Executive. There was great pride and pleasure as we celebrated our 15th anniversary. Thank you to all our clients, colleagues and friends who have supported us along the way. To mark the occasion we launched the MSB Executive Club. This is a way for us to stay in touch with people we’ve worked with and share our latest thoughts on brilliant communication in business. We’ve run complimentary webinars and coaching sessions for our members every quarter for the past year. We're always welcoming new members. Just let me or one of the team know if you'd like to join. I must also thank all clients and contacts who sent their support and best wishes after my football injury mid-year. While I won’t be kicking a ball just yet, I’m back in training on the bike and signed up for next year’s TAM Asset Management Ltd's Charity ride. We’ll be riding from Brussels to Paris while raising money for 3 outstanding charities: Action Medical, the Ruth Strauss foundation and Winston’s Wish. MSB Executive will be making a donation to these charities on behalf of our team and clients. Best wishes for a peaceful and happy festive season. Martyn p.s. I've attached a pic from our Christmas Party last week where we went to see an excellent production of 'Waiting for Godot'. Nothing gets us in the festive spirit more than an absurdist tragicomedy!

2024 is drawing to a close and we will shortly begin winding down for the holidays. But before we sign off we are pleased to share TAM's 2025 outlook, written by our chief investment officer James Penny. In summary, the mood in markets right now is unashamedly bullish and this positivity is seemingly carrying forward into 2025. Clients should expect the potential for an up market led by the US, with other regions such as Europe, the UK and emerging markets also posting gains but likely behind that of the US. The strong performance and thus client profits from 2024 is to be celebrated, but also used as a moment of pause to be pragmatic about the risks in assuming the same level of performance from 2025. We see economic growth continuing and underpinning positive global sentiment alongside inflation coming back to its 2% target, which we see as a prerequisite for keeping the rally going. You can read our full 2025 outlook here: https://lnkd.in/eU_3nRxs Then all that's left for us to say is everyone at TAM wishes all our clients, advisers and partners a wonderful festive season and we look forward to reconnecting in January. #MerryChristmas #HappyNewYear

"In the last 20 years, we have marvelled as social media has managed to nonchalantly climb into the pockets of 63.7% the world’s population. An ostensibly prosaic part of our daily routine which claims 3.5 hours a day of teenagers’ attention. However this is actually incredibly concerning given evidence that more than 3 hours per day on social media leads to double the risk of experiencing poor mental health outcomes including symptoms of depression and anxiety." In his latest #SustainableSnapshot, TAM's Dan Babington reviews the pros and cons of #SocialMedia and asks: Can social media be sustainable?

In his latest #SustainableSnaphot, TAM portfolio manager Dan Babington looks at where #SustainableInvesting is likely to head in 2025 and beyond, and why TAM is optimistic about the outlook for investors from here.

Many thanks to Citywire and James Penny, CIO of TAM Asset Management Ltd , for including Pacific Asset Management's Chris Fidyk and the Pacific North American Opportunities Fund in Citywire's ‘Hidden Gems’ fund list.   Over 20 fund selectors from this year’s Citywire Top 100 revealed their under-the-radar funds that have caught their attention. The Pacific North American Opportunities Fund comes in at No. 5 and is a great example of Pacific Asset Management delivering high-conviction, actively managed, craft-based strategies that are difficult to industrialise for clients.   To find out more about the Pacific North American Opportunities fund please click here https://lnkd.in/daqM5WYu #craftinvesting #usequities #hiddengems

We are thrilled to share that we have received two nominations at the Professional Adviser Awards 2025! Best #DiscretionaryFundManager and Best #ESG Solution for Advisers Huge thanks to Professional Adviser and best of luck to all the finalists! You can view the full provider shortlist here: https://lnkd.in/eyiUjWRP #PAAwards25

Delighted to see our very own James Penny make the Citywire Wealth Manager Top 100 2024. Now in its 13th year, this annual celebration recognises the UK's most influential fund selectors who are shaping the industry’s narrative and offering invaluable market insights and guidance. Huge congratulations to all 100 finalists - an incredible achievement. #Top100 #WealthManager

"This budget saw a clear shift towards public sector investment and growth with fewer incentives for investing in the private sector. The end result is expected to be similar in terms of GDP growth. However, there is more of a focus now on growing the UK public sector services, which is a step towards levelling the playing field of quality of access between private and public services." TAM's Senior Analyst James Baxter reviews the #AutumnBudget2024, looking at where the money is being generated and where it is being spent.

City Hive is delighted to welcome Dan Babington, portfolio manager at TAM Asset Management Ltd to the ACT Stewardship Council. Dan says an environment of poor corporate culture is a harbinger of bad processes, bad decision making and bad headlines for a company - and therefore the industry as a whole. By using the ACT Framework they are able to quantify this previously unquantifiable and under-researched risk. He is also a part of AdviserAction, an initiative facilitated by CCLA Investment Management, which brings advisers under one umbrella to engage directly with companies, and responds to retail investor demands for visible action. Read more: https://lnkd.in/eJAv8Wcg #InvestorsACT

'Modern slavery is an increasingly material financial risk impacting companies across portfolios - especially in sectors like construction, hospitality and agriculture. As a recent signatory, we see the 'Find it, Fix it, Prevent it' initiative as key to driving improvements across UK supply chains, with insightful briefings such as with the Seasonal Workers Scheme Taskforce providing investors with the opportunity to learn how they can best support this shift.' Dan Babington, Portfolio Manager, TAM Asset Management Ltd Our 2024 Find it, Fix it, Prevent it report is out now. https://lnkd.in/e5irB_sS #antislaveryday2024 #AntiSlaveryWeek