by Cambridge Investments | Sep 30, 2019 | News
Ominous US-Dollar strength The unprecedented events unfolding in UK politics this week will have distracted many UK investors from developments in the wider world. But those global developments may well carry far greater significance for near-term return developments...
by Cambridge Investments | Sep 24, 2019 | News
Diverging economic trends – catalyst for trade war resolution? We know from conversations with some of our portfolio investors and financial advisers that the investing UK public is currently almost entirely focused on every twist and turn of the Brexit...
by Cambridge Investments | Sep 16, 2019 | News
Market sentiment rebound Last week, we wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in equities all over the world, despite no clear...
by Cambridge Investments | Sep 9, 2019 | News
Choppy water but no storm, yet The week has, yet again, felt tumultuous. The government’s Brexit strategy has been halted in its tracks by a miscalculation of the official opposition and internal Conservative Party opposition. Many commentators were also confounded,...
by Cambridge Investments | Sep 2, 2019 | News
Fattening ‘tails’ It does not happen often that market-moving news emerges after we have finished writing The Cambridge Weekly. Last week proved to be an exception. Having just commented on how politics and the prospect of fiscal easing by US and European governments...
