by Cambridge Investments | Jul 20, 2020 | News
Discomfort of disappearing safety nets The summer season has started in earnest and yet, unsurprisingly, this year everything feels different. Most of us are relieved restrictions are easing, meaning we can go about our lives more like how we were used to until a few...
by Cambridge Investments | Jul 13, 2020 | News
Fast and freewheeling – markets move as economies slow As they have for most of the year, pandemic developments dominated the economic news flow last week. Though restrictions continue to ease here and in Europe, the virus is now spreading at a quickening pace in the...
by Cambridge Investments | Jul 10, 2020 | News
H1 2020 offers meaningful lessons So we begin the second half of 2020, leaving behind us two of the most extraordinary calendar quarters in history. But the difference in experience from an investment perspective versus the general public and most of the economy could...
by Cambridge Investments | Jun 29, 2020 | News
Support balances increasing strains – for how long? The consolidation in stock markets continues. After a brief sell-off at the beginning of last week, capital markets staged a recovery to leave things almost unchanged from a week ago. All in all, markets are now just...
by Cambridge Investments | Jun 22, 2020 | News
A new normal After a wobble, capital markets have stabilised again. Global stock markets have not quite regained their previous highs, but seem to have found a level, trading sideways since last Tuesday. For onlookers though, risk asset prices probably look anything...
by Cambridge Investments | Jun 15, 2020 | News
Stock markets suffer altitude sickness Reading the news seems much more complicated these days. Our friend and old colleague, Rob Martorana, has lived and worked in New York all his life. An excellent portfolio manager and great thinker about investments, Rob has...
