by Cambridge Investments | Sep 18, 2023 | News
Central bank hawks determined to defang inflation The European Central Bank (ECB) raised rates last Thursday, with the majority of its Governing Council members concerned that the inflation parasite may be alive for a while longer. Of course, parasites can continue to...
by Cambridge Investments | Sep 11, 2023 | News
Energy in focus – oil prices up and an ill wind for renewables Markets have been generally quiet at the start of September, but energy is again becoming an issue for equity and credit markets. Oil prices have risen since the start of the summer, with Brent crude...
by Cambridge Investments | Sep 4, 2023 | News
New school term has the US back at the top of the class Summer is officially over, but we are none the wiser regarding the direction of the economy. Or are we? Well, we quite likely are, but just a bit and not enough to know if next month’s equity markets will be...
by Cambridge Investments | Aug 29, 2023 | News
Transcontinental growth divergence We don’t seem to be able to get away from writing about how bond yields have been driving equity markets due to their influence on underlying valuation dynamics. We wrote about it the previous week, on many occasions over the past...
by Cambridge Investments | Aug 21, 2023 | News
Bonds are back Both equity and bond markets have had another rather difficult week and with it August has mostly erased the positive returns of July. From the medium-term perspective, UK-listed equities are nearly back down to the level at which we started the year....
by Cambridge Investments | Aug 14, 2023 | News
Summer markets On the face of it, last week contained many of the news headlines that market optimists had been waiting for: rapidly falling US inflation and a cooling jobs market. In the UK, news that four of its major high street lenders were lowering mortgage rates...
