by Cambridge Investments | Dec 11, 2023 | News
A bit of a downer We review November’s cheery asset performance below. Early December is also currently on a positive track and trading volumes have been higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors....
by Cambridge Investments | Dec 4, 2023 | News
Price shock reversal November brought investors the opposite of October and turned most portfolio returns into positive mid single-digit numbers for the year. As we have written here over the past weeks, the distinct turn in sentiment that drove markets in November...
by Cambridge Investments | Nov 27, 2023 | News
US economy slows to our pace November remains a positive month in capital markets, although equities had a neutral week and longer bond prices have fallen back. UK government bonds (Gilts) have been the best performing bond market in the past few weeks, but the tax...
by Cambridge Investments | Nov 20, 2023 | News
Inflation genie back in the bottle? Last week was another good one for most investors. In sterling terms, the strongest equity markets were in Europe with the DAX up 4.5% since last Friday afternoon. The biggest winners have been small and mid-sized firms; the UK...
by Cambridge Investments | Nov 13, 2023 | News
Back pedalling central bankers The turnaround rally in stock and bond markets – started by the previous week’s dovish central bank comments – petered out towards the end of last week, with central bankers seemingly at pains to reverse their messaging, or at least...
by Cambridge Investments | Nov 6, 2023 | News
The Cambridge Weekly –6th November 2023 Dovishness proves contagious Just how much change a week can bring to markets was amply visible during the last seven days. Last week we wrote about how negative sentiment in stock markets can turn into a self-perpetuating...
