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CAM BASTION AND CAM PINNACLE FUNDS

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Global markets in perspective.

weekly wrap
March 14, 2025

THE EVOLUTION OF INVESTOR SENTIMENT TOWARDS US TRADE TARIFFS

As the world navigates the complex landscape of international trade, United States (US) President Donald Trump has been at the forefront of news headlines. Initially, investors viewed Trump’s tariff threats as a negotiating tactic to secure better trade deals. However, with the recent implementation of tariffs on major trading partners like Mexico, Canada, and Europe, […]
weekly wrap
March 7, 2025

GERMANY’S ECONOMIC GAMBIT: A €500 BILLION BET ON THE FUTURE

In a move that sent shockwaves through the European economic landscape, Germany shattered its long-held fiscal conservatism by announcing it would establish a €500 billion infrastructure fund.
weekly wrap
February 28, 2025

CHINA’S PRIVATE SECTOR RENAISSANCE: A NEW CHAPTER IN ECONOMIC STRATEGY?

China’s relationship with its private sector has undergone a remarkable transformation, reflecting the country’s broader economic evolution.
weekly wrap
February 21, 2025

A G20 WITHOUT THE US

Under the theme “Solidarity, Equality, Sustainability”, South Africa has set an ambitious agenda for its G20 presidency. The focus on inclusive economic growth, industrialisation, employment, and reducing inequality reflects the pressing needs of the Global South.
weekly wrap
February 14, 2025

THE GREAT MARKET DEBATE: POLICY VS PRICE

In the ever-evolving world of financial markets, investors and analysts alike often find themselves pondering a fundamental question: what truly drives the markets? Is it the invisible hand of policy or the tangible force of price?
weekly wrap
February 7, 2025

NAVIGATING ECONOMIC CROSSWINDS

As winter’s chill grips the United States (US), the economic landscape is heating up with unexpected twists and high-stakes policy shifts.
weekly wrap
January 31, 2025

DISRUPTING THE DISRUPTORS

DeepSeek’s unveiling of a highly efficient artificial intelligence (AI) model that rivals established players at a fraction of the cost, triggered a significant sell-off this week in stocks that directly or indirectly derive revenue from AI.
weekly wrap
January 24, 2025

UK ECONOMY FACES AN UPHILL BATTLE

The International Monetary Fund projects that the United Kingdom’s (UK) gross domestic product (GDP) will grow by 1.6% in 2025 and 1.5% in 2026. This is up from a dismal 0.9% in 2024, which fell short of earlier predictions.
weekly wrap
January 17, 2025

A BUMPY START FOR 2025

The opening weeks of 2025 have been anything but smooth sailing, with market sentiment being driven by an uncertain global economic and geopolitical outlook.
weekly wrap
December 13, 2024

A YEAR OF RESILIENCE AMID GEOPOLITICAL TENSIONS

The war in Gaza cast a long shadow over global markets in 2024. The conflict underscored the fragility of regional stability, spurring fluctuations in oil prices and investor risk appetite.
weekly wrap
December 6, 2024

FRANCE’S PM OUSTED, BLACK FRIDAY A SALES SUCCESS

“When France sneezes, Europe catches a cold” This is an adage which will be put to the test following the collapse of the country’s government for the first time since 1962. Prime Minister Michel Barnier was ousted following a no-confidence vote only three months after his appointment. In the absence of a majority coalition in […]
weekly wrap
November 29, 2024

TRUMP ANNOUNCES TRADE TARIFFS

This week, Trump unveiled sweeping tariffs, which will reshape the United States’ (US) stance towards its key trade partners.