by Charles Penn | Apr 23, 2019 | News
Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it...
by Charles Penn | Apr 23, 2019 | News
Spring time from here? It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many market commentators suggesting that the end of this prolonged...
by Charles Penn | Apr 15, 2019 | News
Cambridge Weekly Update 15 April 2019 Brexit in-limbo aside, sentiment is improving Even though our prediction that Brexit would neither happen on 29 March nor 12 April has turned into reality, there seems little point in celebrating. Yes, the immediate threat of a...
by Charles Penn | Apr 8, 2019 | News
Happy 10th birthday, choppy bull market Frustrating political divisions have drowned out the 10th anniversary of what many have called the most unloved equity bull market in history. Broad based equity market investors (those who held their nerve) have enjoyed...
by Cambridge Investments | Apr 1, 2019 | News
29 March 2019 – quarter end The vexed date has come and gone, as we had suggested, but not quite in the manner we had expected. While the population widely blames Parliament and the political class in general for the Brexit execution debacle, MPs are just as divided...
by Charles Penn | Mar 25, 2019 | News
Read the full report here. Brinkmanship and extensions Every few months, I spend a few days of the week travelling across the UK with Cambridge’s relationship management team updating regional gatherings of financial advisers. This time around, it was not surprising...
