by Cambridge Investments | Apr 19, 2021 | News
New bond news gives green light for equity investors We usually start by summarising equity market action over the course of the past week. Last week, it was developments in the bond markets that may be of more significance for investors, over the fact that equities...
by Cambridge Investments | Apr 12, 2021 | News
Bond markets signal economic optimism Following a strong first quarter for equity investors worldwide, the second quarter is off to a good start as well, with most global stock markets already up by a few percentage points. While the sense that stock markets are...
by Cambridge Investments | Apr 9, 2021 | News
In this market update, Lothar Mentel – lead investment adviser to Cambridge – discusses the potential market risk of the recent losses of Greensill, Archegos and Credit Suisse, residual market fear of bond yields, and the use of Bitcoin as an asset by fund...
by Cambridge Investments | Apr 6, 2021 | News
The first quarter of 2021 was no April fool The fact is that the first quarter of 2021 has brought genuine good news for UK-based investors with exposure to global stock markets. Equity markets have generally resumed an upward trajectory, while low risk assets,...
by Cambridge Investments | Mar 29, 2021 | News
Moving on – towards a post pandemic world It has been another week of markets feeling on edge, without going anywhere. Markets seem to have caught a bit of worry about the passage of growth, oddly just as the wider populace gets more confident and the recent headwind...
by Cambridge Investments | Mar 22, 2021 | News
Tug of war – bonds vs. equities This week marks the anniversary of the turning point of the 2020 COVID stock market crash. Investors looking at their one-year portfolio returns may well be astonished to find double-digit return figures, ranging from around 15% for...
