by Cambridge Investments | Nov 14, 2022 | News
Signs of ‘peak inflation’ emboldens markets There were three big market-moving stories last week: the US midterm elections, the latest crash in the surreal world of crypto currencies, and the release of US inflation data for October. By last Friday, it was the...
by Cambridge Investments | Nov 7, 2022 | News
Diverging paths accompanied by seasonally scary messages Considering the gloomy news last week from central banks in the US and UK, investors enjoyed a decent enough start to November. Following on from the rebound over the second half of October, it has been welcome...
by Cambridge Investments | Oct 31, 2022 | News
US slows, Europe’s winter outlook improves, UK back to start The most turbulent October experienced by UK bond markets since 2008 is drawing to an end and one could easily get the impression nothing of significance happened. Sterling is back to where it traded just...
by Cambridge Investments | Oct 31, 2022 | News
by Cambridge Investments | Oct 24, 2022 | News
The world beyond the UK Given the volatility in UK politics last week, broader capital markets felt like a sea of calm in comparison. As far as the outcomes from the political side are concerned, markets had already priced in the upside on sterling, based on the...