The Cambridge Weekly – 9th June
The Organisation for for Economic Co-operation and Development (OECD) growth forecasts released last week indicate that the global economy is set for its weakest growth spell since the Covid-19 pandemic. They have cited the headwind of the current trading environment...
The Cambridge Weekly- 2nd June
The biggest news last week concerned a development in trade negotiations between the EU and the US. At the meeting between President Donald Trump and European Commission President Ursula von der Leyen last week, President Trump agreed to delay increasing tariffs until...
Cambridge Video Update
Cambridge Video Update
Cambridge Video Update
The Cambridge Weekly- 7th April 2025
Markets respond badly to 'Liberation Day' 'Liberation Day' saw President Donald Trump unleash sweeping tariffs across the globe. In addition to a 10% baseline tariff affecting most countries, President Trump announced additional "reciprocal" tariffs for many...
Cambridge Video Update
The Cambridge Weekly- 24th March
Geopolitics continues to weigh on markets Despite a quiet week for US trade policy developments, President Trump continues to broker peace in the Ukraine-Russia conflict. Last week, Russian President Putin agreed to halt attacks on Ukraine's energy infrastructure for...
Cambridge Video Update
Cambridge Video Update
The Cambridge Weekly – 6th January 2025
Happy New Year Next week, we will bring you a full account of asset class performance for December and for 2024. In the meantime, we show various asset classes (some of which overlap each other), so readers can get an idea of which areas did best and worst. December...
Cambridge Video Update
Cambridge video update
Cambridge Video Update
Cambridge Video Update
The Cambridge Weekly –7th October 2024
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....
Cambridge Video Update
Cambridge Video Update
The Cambridge Weekly –9th September 2024
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,...