by Charles Penn | Jun 17, 2019 | News
Mixed messages After a good start, June has carried on in a positive way for investors. Over the past week stock markets consolidated their gains, while bond yields stopped falling. Following the rapid deterioration of US manufacturing data, a number of positive data...
by Charles Penn | Jun 10, 2019 | News
The return of the central bank put? Stock markets rallied on the hope that central banks’ reassuring comments will lead to monetary stimulus once again Are Woodford’s woes the death knell for active management? With deep knowledge of his investment...
by Cambridge Investments | Jun 3, 2019 | News
Bond rally musings It all seemed to make a lot of sense to the media commentators this past week: government bonds rallied and equity markets fell because investors no longer expect a return of meaningful global economic growth during 2019, and in the UK the...
by Cambridge Investments | May 28, 2019 | News
It is getting warmer Unfortunately this headline is not intended to suggest that things are getting better, but rather that Donald Trump’s trade war is heating up. In a way I feel reminded of the Cold War between the US and the USSR in my youth, when the odd skirmish...
by Cambridge Investments | May 20, 2019 | News
Market support for Trump or unwarranted equanimity? A little over one week into the escalation of the US-China trade wars, stock markets have calmed and even made a partial recovery from last week’s sell-off. Globally, stock markets are now trading around 3.5% below...
by Cambridge Investments | May 13, 2019 | News
Geopolitics re-enter market stage Just as markets were trying to prove that they have regained some rational balance when they shrugged off central banks’ rejection of further monetary support, geopolitical tensions returned with vengeance. Perhaps it was naïve of the...
