by Cambridge Investments | Mar 12, 2020 | News
Forced sellers and other distractions Disorderly divestments create confusing market dynamics Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market...
by Cambridge Investments | Mar 9, 2020 | News
Market update – Oil + COVID-19 Oil price plunge adds to stock markets pressures from Coronavirus While most people spent the weekend dealing with the prospect of the COVID-19 epidemic taking hold of UK life, the financial community woke up this morning to another,...
by Cambridge Investments | Mar 9, 2020 | News
Coronavirus market update – ramping up countermeasures can be scary Since our last update a week ago, market dynamics have developed very much along the lines we outlined as our expectation. The US Federal Reserve has taken the lead and lowered US interest rates by...
by Cambridge Investments | Feb 26, 2020 | News
COVID-19 and the reaction of markets to pandemic fears Global equity markets have taken a significant hit this week, as investors started to take news of COVID19 spreading beyond China to the rest of the world more seriously. We thought it would be a good time to...
by Cambridge Investments | Feb 24, 2020 | News
Bubble trouble Compared to last week, there have been few changes to the big picture narrative: Thanks to the virus containment efforts enacted by its government, China’s labour force is only now slowly returning to work following an unusually extended Lunar New Year...
