by Cambridge Investments | Sep 21, 2020 | News
Taking a step back to look forward Stock markets have stabilised and started trading sideways, in a sign of healthy consolidation following their extraordinary recovery rally since late March. Notably, the darlings of the recovery, namely US large cap tech and growth...
by Cambridge Investments | Sep 15, 2020 | Uncategorised
Frictions and contradictions September has ended what now feels like a ‘goldilocks’ summer for investors, and political, societal and capital market frictions have returned to the stage with a bang. However, the fact that stock markets have not simply plunged on bad...
by Cambridge Investments | Sep 7, 2020 | News
Market dynamic of a K-shaped recovery Markets’ summer holidays are over. Throughout August, risk assets made some impressive gains, while the global economy remained in its deepest ever recession. After equities were then catapulted to eye-watering valuation levels,...
by Cambridge Investments | Sep 1, 2020 | News
Big tech gets bigger while the Fed takes the easy option In a week where Donald Trump kicked off his re-election campaign in earnest, global investors showed it is indeed “America first”. US equities continue to push at all-time highs, having recovered everything lost...
by Cambridge Investments | Aug 24, 2020 | News
Fed leaves bond investors with that sinking feeling Capital markets were mostly steady – if a bit on edge – last week, as they have been for most of August. At least the US maintained positivity, although the extent of gains were not spectacular. Even so, both the...
