by Charles Penn | Aug 5, 2019 | News
The Elephant and the Little Old Lady: A tale of two Central Banks It was the best of times, it was the worst of times. Dickens’ immortal line roughly sums up the differing actions of two of the world’s major central banks this week. In the US, the Federal Reserve...
by Charles Penn | Jul 29, 2019 | News
The quick and the not-so-quick It’s official: May is out and Boris is in. But despite the political changes this could bring, currency markets hardly reacted. £-sterling started the month at €1=£0.897, and remains at that level at the time of writing. It has weakened...
by Cambridge Investments | Jul 22, 2019 | News
…‘twere well it were done quickly It has been another reasonable week for risk assets, especially equities. At the time of writing, markets around the world are within a percentage point of last week’s highs. In the US, large cap stocks are floating just off the...
by Cambridge Investments | Jul 15, 2019 | News
Positioning for a summer of wait and see Cambridge’s investment team held its in-depth investment committee meeting last week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings and what may have...
by Cambridge Investments | Jul 8, 2019 | News
Liquidity drives stock markets to new highs – for how long? The highly anticipated meeting between US President Trump and China’s President Xi Jinping at the G20 summit in Osaka came and went – with somewhat of a damp squib outcome compared to some...
by Cambridge Investments | Jul 1, 2019 | News
The tortoise cracks the egg – what’s real diversification? ‘Don’t put all your eggs in one basket’ is a phrase we hear time and time again. Although useful in explaining the concept to clients, it’s not really helpful in explaining why we seek to diversify and how it...
