by Cambridge Investments | May 28, 2019 | News
It is getting warmer Unfortunately this headline is not intended to suggest that things are getting better, but rather that Donald Trump’s trade war is heating up. In a way I feel reminded of the Cold War between the US and the USSR in my youth, when the odd skirmish...
by Cambridge Investments | May 20, 2019 | News
Market support for Trump or unwarranted equanimity? A little over one week into the escalation of the US-China trade wars, stock markets have calmed and even made a partial recovery from last week’s sell-off. Globally, stock markets are now trading around 3.5% below...
by Cambridge Investments | May 13, 2019 | News
Geopolitics re-enter market stage Just as markets were trying to prove that they have regained some rational balance when they shrugged off central banks’ rejection of further monetary support, geopolitical tensions returned with vengeance. Perhaps it was naïve of the...
by Cambridge Investments | Apr 29, 2019 | News
Waning market stimuli put stock markets on notice A pleasant Easter break has been followed by new highs for US equity indices. And yet, it has been a less comfortable week for professional investors. The tailwinds blowing the 2019 stock market bounce-back are waning....
by Cambridge Investments | Apr 1, 2019 | Uncategorised
29 March 2019 – quarter end The vexed date has come and gone, as we had suggested, but not quite in the manner we had expected. While the population widely blames Parliament and the political class in general for the Brexit execution debacle, MPs are just as divided...
