The Cambridge Weekly – 1 October 2018

End of an era for the Fed
The era of unprecedented monetary easing has ended not with a bang but with a whimper. That is, in the US at least.

Tariffs mitigation – the world’s reaction to America First
As you would expect in our weekly investment meeting, we have spent quite a lot of time discussing the changes to the global trading environment since Donald Trump became President.

Are Emerging Markets reaching an inflection point?
To say Emerging Markets (EM) have had a disappointing 2018 is an understatement. Year-to-date, EM equities (MSCI EM Index in £-Sterling) are down –4.2%, while US equities have enjoyed double digit gains.

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