2021 - Team Transitory vs Team Permanent

Presented by

James Penny

About this talk

TAM UK CIO James Penny will look back at the year that was 2021 and take stock of what lessons were learnt from an investment management standpoint and how they may shape the year to come. He will look in depth at inflation, the two camps of thinking – transitory and permanent – and outline the very different implications each would have on the direction of stock markets. We will also take a look at each of the TAM strategies and answer your questions in our live Q&A session after the presentation.

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TAM's webinars are hosted by our Investment Management Team and members of our internal Investment Committee with the aim of providing you with valuable insight into world markets, investment and portfolio strategies.