The Cambridge Weekly –7th October 2024

by | Oct 7, 2024 | News

Why are markets so calm? Raised tensions in the Middle East dominated the headlines last week. Capital markets are obviously not the most humanly important consideration in this situation, but our job as investment managers is to think about how they might react....

The Cambridge Weekly –9th September 2024

by | Sep 9, 2024 | News

Nervous markets ahead of second pivot Capital markets have started September rather despondently. It feels similar to (though not nearly as bad as) the sell-off that started August, after which stock values quickly recovered. There were risks and headwinds back then,...