The Cambridge Weekly – 28 March 2022

Better news is not always good news Another good week for global equities, but a poor one for global bonds. Of course, that hides some disparity in the subsections that make up both markets. In the broadest sense, the US Federal Reserve (Fed) said interest rates will...

The Cambridge Weekly – 21 March 2022

Changing tides Last week we reminded portfolio investors of the importance of making sure that long-term investment decision-making is not overly influenced by short-term market fluctuations. Here at Cambridge, we aim to ensure portfolios remain positioned...

The Cambridge Weekly – 14 March 2022

Positioning for the energy price shock Global capital markets continued their wild ride last week, as market participants struggled to gauge by how much would Putin’s barbaric war on Ukraine dismantle their 2022 outlook for the global economy. Wild equity market...

The Cambridge Weekly – 7 March 2022

  A double edged sword During the course of the past week, the impacts of the war on global financial assets changed in nature. Last week, we wrote that minor sanctions were a help for asset prices even if the sanctions did not match the level of outrage. The...