by Cambridge Investments | Jul 15, 2019 | News
Positioning for a summer of wait and see Cambridge’s investment team held its in-depth investment committee meeting last week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings and what may have...
by Cambridge Investments | Jul 8, 2019 | Uncategorised
Liquidity drives stock markets to new highs – for how long? The highly anticipated meeting between US President Trump and China’s President Xi Jinping at the G20 summit in Osaka came and went – with somewhat of a damp squib outcome compared to some...
by Cambridge Investments | Jul 1, 2019 | News
The tortoise cracks the egg – what’s real diversification? ‘Don’t put all your eggs in one basket’ is a phrase we hear time and time again. Although useful in explaining the concept to clients, it’s not really helpful in explaining why we seek to diversify and how it...
by Cambridge Investments | Jun 24, 2019 | News
Battle of the ‘doves’ There were relatively few economic data or corporate announcements this week. The US came within a hair’s breadth of clearly carrying out an act of war against Iran. And the global stocks rose 2.25% during this week, with the US S&P500 index...
by Cambridge Investments | Jun 3, 2019 | News
Bond rally musings It all seemed to make a lot of sense to the media commentators this past week: government bonds rallied and equity markets fell because investors no longer expect a return of meaningful global economic growth during 2019, and in the UK the...
