by Cambridge Investments | Jan 6, 2020 | Uncategorised
2020 starts with a Trump card And it was all going so smoothly, we had planned to write that it was a quiet week. Christmas a fading memory and the New Year with had some positive news on US-China trade relations, helping markets edge higher on Thursday night. Then...
by Cambridge Investments | Dec 16, 2019 | Uncategorised
Brightening horizons Cambridge Weekly recipients will have already seen our comment on the election outcome on Friday and so we will not rerun those comments here – please refer to the email from Cambridge Investments Ltd which you should have received shortly after...
by Cambridge Investments | Dec 2, 2019 | News
Markets are driving the markets – will the economy keep up? It has been another quiet week in capital markets, which may be a surprise given the political shouting about the General Election. As we have written before, the recent rally in risk assets is at odds with...
by Cambridge Investments | Nov 25, 2019 | News
Markets pause for reality check Conventional market wisdom holds that the cold and damp of autumn usually heightens the probability of downside volatility in markets – particularly when the economic outlook is unclear. The last quarter of 2018 was a prime example of...
by Cambridge Investments | Nov 18, 2019 | Uncategorised
Swilling cash eases the market mood music As the electoral machine whirrs on here, global capital markets have had a comparatively quiet week. The resurgent optimism of the last few weeks has waned somewhat, without turning around. But the US’s S&P 500 is still...