by Cambridge Investments | Jan 22, 2024 | Uncategorised
Data versus Davos Last week, global capital markets resumed their volatile path of last year, as the positive sentiment, driven by expectations of an imminent and significant onset of rate cuts, began to wane somewhat. The combination of a distinct slowing in the...
by Cambridge Investments | Jan 15, 2024 | Uncategorised
A bumpy upwards path ahead Every hangover comes to an end, and the equity market’s malaise lasted no longer than usual. After refusing to get out of bed the previous week, last week the markets decided to go to work. Europe recovered the previous week’s losses while...
by Cambridge Investments | Jan 8, 2024 | News
After the party, the hangover The first week of January feeling was eerily reminiscent of one year ago: strikes, endless rain and then everything else that causes the usual January blues. Yet investors in diversified global investment portfolios will get a positive...
by Cambridge Investments | Dec 18, 2023 | News
Central bank elves boost 2023 Santa rally This edition of the Cambridge Weekly presents our outlook for 2024, which we compiled over the past two weeks. Inevitably, much of what we write depends on the starting point and this past week has moved that starting point...
