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Adam & Company insights

Our insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news.

Latest posts

Beyond 60/40: rethinking portfolio construction
4 June 2024 in Investing

Our expert looks at the 60/40 portfolio approach, how it’s been successful in the past, and how we may need to adapt it to fit with current investment trends.

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Adam & Company bring wealth management to life at Borders Book Festival
3 June 2024 in News

Adam and Company will be this year’s major sponsor of Borders Book Festival from 13 – 16 June.

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Premier league investment management: applying attack and defence tactics
20 May 2024 in Investing

Discover why now is the right time to include both attack and defensive stocks within your investment portfolio. Find out more.

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Our investment outlook for May 2024

In our latest Investment Outlook we evaluate the accuracy of our predictions for 2024 while discussing the prospect of a global recession and fluctuations in inflation and interest rates.

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Navigating opportunities: the resilience and potential of the Alternative Investment Market

What reasons are there to be optimistic in investing in the Alternative Investment Market. Find out more. 

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Investing in gilts for tax-efficient returns

Discover how short-dated UK government bonds (gilts) offer tax-efficient returns in our Gilts Portfolio Service. Our wealth planners can help you find out more.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.