by Cambridge Investments | Dec 16, 2019 | News
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 | News
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...
by Cambridge Investments | Nov 11, 2019 | News
Recession concerns retreat, but growth remains a hope Equity markets were in a good mood this week. That is in no small part due to progress in US-China trade negotiations, in which both sides agreed to the removal of already imposed tariffs in a number of phases....