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Each Revolutionary Thought
ACCELERATES GROWTH
“Pick out associates whose behaviour is better than yours and you’ll drift in that direction.”
Warren Buffet
Investment Billionaire
Why Tavistock Asset Management?
Creating wealth isn’t easy. If it were, all clients would be millionaires.
Knowing how to tend your client investment gives it the best chance to grow – but we all know that doesn’t happen overnight. The aim is for our Portfolios to grow into a sturdy and lasting shelter from the toughest storms and help clients drift towards a better place.
Latest News:
Market Thoughts with Steve McGregor
2022 was a difficult year for investors, but this year has seen equity markets start to recover. Whilst there are still several challenges ahead, there are opportunities for those who are patient and have a long-term outlook.
The high cost of cashing out
We are dealing with a lot at the minute; an international war, extreme market volatility, an ever-changing government and a mental health crisis. The current economic outlook is causing even the most experienced investors to re-evaluate things. A question we are often asked is what should I do? Do I sell up now and move to cash? Especially with interest rates on the rise?
Quarterly Perspective 2022 Q4
On an absolute basis the ACUMEN Portfolios have fallen in value since the start of the year. This is unsurprising given recent developments. However, on a relative basis the funds have held up well, particularly at the higher end of the risk spectrum and in the ACUMEN Income Portfolio versus the IA sector peer group against which we measure performance. On a 5-year basis, and since inception, the funds continue to perform well on both an absolute and relative basis.
Should I stick or twist in a volatile market?
We are dealing with a lot at the minute; an international war, extreme market volatility, an ever-changing government and a mental health crisis. The current economic outlook is causing even the most experienced investors to re-evaluate things. A question we are often asked is what should I do? Do I sell up now and move to cash? Especially with interest rates on the rise?
Quarterly Perspectives 2022 Q3
Tavistock Asset Management Investment OutlookQuarter 3 2022 Written by Titan Asset Management Investment TeamTavistock Asset Management Investment OutlookQuarter 3 2022 Written by Titan Asset...
RECESSION, INFLATION AND RISING INTEREST RATES
With the Bank of England announcing the biggest interest rate hike in 27 years and forecasting that Britain will enter a year-long recession with inflation topping 13%, you could be forgiven for feeling a little gloomy about things. Granted, the picture that was painted at the last Monetary Policy Committee (MPC) meeting isn’t a pretty one.
ROTATIONS & DIVIDENDS
Back in November 2020 I wrote a blog, Nothing Is More Powerful Than An Idea Whose Time Has Come, in which I made the case for a Great Rotation across equity markets where the prior winners, growth stocks, would give way to value stocks which would outperform going forward.
What we learn from history…
Market crashes and economic downturns are a part of life. Market calamity can occur seemingly out of nowhere and whether it be a dotcom bubble, a financial crisis, Brexit or Covid-19, we can never predict the full impact of a new market crash. We can however forecast that its effect on the markets, and the wider economy, will ultimately be temporary.
STABILITY
Target top quartile performance, whilst only ever subjecting clients to the appropriate level of risk. Providing your clients with stable risk and stable returns whilst avoiding any nasty surprises.
PROFITABILITY
Complete portfolio service removing administration, compliance and investment management burdens. Designed to lower your costs and increase your profits.
AUTONOMY
All of the above with your name above the door. Take advantage of our white-labelled model portfolio service and transform your business into a modern-day wealth manager.
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01753 867000
Head Office
1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE
The value of an investment may fall as well as rise.
Past performance should not be seen as an indication of future performance.
Tavistock Asset Management is a trading style of Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority with FRN 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. Tavistock Asset Management, 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE +44 (0) 1753 867000. https://tavistockam.com – thinking@tavistockam.com
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