Cambridge Associates的动态

Have you read Ivan Sedgwick's Q1 Market Commentary yet? 'We have commented in the past about the futility of forecasting and the importance of understanding where we are – in the words of the great investment guru, Fatboy Slim – right here, right now. Markets are a reflection of current sentiment not a predictor of the future...', continue to read the full commentary below. Visit https://lnkd.in/eiYVVEqY for more articles. #investments #marketcommentary #equitymarkets #fixedincome

Top 5 things to watch in markets in the week ahead By Investing.com - https://lnkd.in/d5yNWRSe Investing.com -- After a historic week for markets in the wake of Donald Trump's resounding win in the U.S. presidential election investors will be turning their attention to inflation numbers for indications on how the economic outlook may begin to shift in the light of election results. Market participants will also get a chance to

Reminder to register for our 30-minute webinar on Tuesday, July 9, featuring Andy Kaufman, CCM's chief investment officer, as he shares the firm's mid-year economic outlook. Topics will include views on interest rates, inflation, and general positioning: https://lnkd.in/gGQrqx29

We had an insightful lunch and learn last week, sharing the latest from our IM Global Partners research team. There is optimism for sustained economic growth (with some moderation), gradual decline in inflation, and continued strength in the equity markets. It's a promising outlook for investors! https://lnkd.in/gSsg8PWG #investing #economy

The U.S. election has a profound global impact, especially for finance professionals. From market volatility and interest rate changes to trade policies and regulatory standards, election outcomes shape the global financial landscape. Staying informed helps finance experts anticipate shifts, manage risks, and make strategic decisions in an interconnected economy

View our market recap to discover how recent shifts in markets and politics could create a unique investment opportunities for the savvy investor.

??? Today!! Our first Macro Pulse webinar at 1pm EST. Join for our economic & market outlook, global & structural themes, best investment ideas, and how to invest the election. This is going to be a stellar session! Michael LoGalbo, CFA and Julia Hermann, CFA joining me, of course. ALL ARE WELCOME (you can register in the link)! See you there.

Elevated volatility defined July, in this video I discuss the outlook for August, review current earnings and highlight the importance of monitoring sentiment and positioning. CNBC #stockmarket #economy

Post-Election Economy: What's Next? On Tuesday, November 19th at 2pm ET Stephen Juneau, US Economist with BofA Securities, and Xavier Smith,?Director of Research at AlphaSense, will discuss?how the results of the contentious Presidential election will undoubtedly impact the US and global economy. They'll touch on topics including: Managing election changes Predicting shifts in monetary policies Forecasting financial markets and consumer behaviors Save your spot?for the chance to learn from an industry-renowned economist on what lies ahead for the US economy. https://lnkd.in/e-ANJYrt