by Cambridge Investments | Jun 10, 2024 | News
ECB’s Lagard makes rate cut history Rate cuts at last. In a heavily anticipated decision, the European Central Bank (ECB) cut interest rates for the first time in five years last Thursday. Perhaps more poignantly, it was the very first time in its 25 years existence...
by Cambridge Investments | Jun 3, 2024 | News
Consolidation Capital markets were in a dreary mood again last week, with global stocks generally ending the week down between 0.5 and 1%. That almost exactly tracks US stocks, with the S&P 500 losing just under 0.3% through the week. UK equities fared a little...
by Cambridge Investments | May 20, 2024 | News
Pluses and minuses It has been a decent week for investors, with global stocks up around 1% from last Monday. British and European equities finished virtually flat, with the US and China slightly up. The gain for US stocks was not outsized, but it was enough to take...
by Cambridge Investments | Mar 5, 2024 | News
Winners and losers of stabilising yields We ended February and started March with a week of positive price action in equities, although the US mega-caps did less well generally, while bond markets were rather stable. Indeed, we think stable bond markets – pretty much...
by Cambridge Investments | Feb 26, 2024 | News
M&A activity sets growth against value Equities have moved higher again this past week, with gains made across global markets. Even China put in another week of positive returns, following the largest ever cut to the five-year housing loan prime rate (admittedly...
by Cambridge Investments | Feb 19, 2024 | News
UK not growing really, not growing nominally As regular readers will know, we tend not to comment on UK matters as much as some, partly because the investment portfolios we manage for UK clients are quite globally focused. But the UK as our home is important to us and...
