by Cambridge Investments | Nov 9, 2023 | Uncategorised
by Cambridge Investments | Nov 6, 2023 | News
The Cambridge Weekly –6th November 2023 Dovishness proves contagious Just how much change a week can bring to markets was amply visible during the last seven days. Last week we wrote about how negative sentiment in stock markets can turn into a self-perpetuating...
by Cambridge Investments | Oct 30, 2023 | News
The resilience narrative comes under pressure A potentially meaningful change in correlations happened last week. In recent times, a fall in yields (and therefore a rise in bond prices) would go alongside rises in equity prices, particularly the mega-cap growth...
by Cambridge Investments | Oct 23, 2023 | News
Bonds yield volatility has markets guessing While the human suffering in the Middle East conflict worsened as expected last week, it has not yet spread further across the region. Therefore, and as we wrote last week, markets have not particularly acknowledged the rise...
by Cambridge Investments | Oct 16, 2023 | News
Capital markets and war Last week saw the world most certainly taken a turn for the worse from a humanitarian point of view. Pictures of the atrocities committed in the Middle East, and indeed the timing, drew immediate parallels with the Yom Kippur War of October...
