by Cambridge Investments | Mar 20, 2023 | News
Bank stress testing – live Unease about the state of markets had been palpable since more or less the beginning of the year, as noted repeatedly on these pages over the past months. Following the run on Silicon Valley Bank (SVB) last week, financial system fear...
by Cambridge Investments | Mar 14, 2023 | News
by Cambridge Investments | Mar 13, 2023 | News
Market wrestling For weeks we have been talking of an equity market that is relatively expensive in comparison to bond markets, especially government bond markets. Below is a chart which tracks the dividend yield of the FTSE 100 (calculated from 12-month trailing...
by Cambridge Investments | Mar 7, 2023 | News
by Cambridge Investments | Mar 6, 2023 | News
Mood swings For some time, bond and equity markets have been experiencing teenager-like mood swings. As February ended and March began, government bond yields continued their march higher to levels last seen last autumn, when stock markets tumbled as a result. Yet,...
by Cambridge Investments | Feb 27, 2023 | News
Balancing acts Last week saw global stock markets give back a portion of the gains made in the first few days of February. Still, since the start of the year, global stocks have made a total return of around 5% in £-sterling terms (Source: Bloomberg). Over the past...
