by Cambridge Investments | Sep 2, 2024 | Uncategorised
Balancing acts Last week was a flat week for global stock values, but with a fair amount of dispersion. US returns were once again weighed down by tech, but the UK and Europe were up over 1% on Friday. The overall sluggish picture seems a strange reaction to...
by Cambridge Investments | Aug 27, 2024 | Uncategorised
Late Summer heatwave Global stocks continued their climb higher until the latter part of last week. The rise up until last Wednesday had shown remarkably steady gains in daily terms. When you put that together with gains over the last few weeks, equity returns have...
by Cambridge Investments | Aug 19, 2024 | Uncategorised
Tornado rather than hurricane After stocks sank in early August, we warned that volatility could ripple on, and the market storm turn into a full-blown hurricane. But last week saw a remarkable dying-down of the volatility, like a whirlwind that passes in an hour:...
by Cambridge Investments | Aug 5, 2024 | Uncategorised
Central bank week It’s been another nervy week for investors. Month-end positioning may have had a part to play in creating ups and downs, but most markets were more focused on interest rate decisions. The Bank of England (BoE) cut, the Bank of Japan (BoJ) hiked, and...
by Cambridge Investments | Jul 29, 2024 | Uncategorised
Don’t fear the rebalance The rough patch for global stocks continues. Equities had a fairly dramatic fall last Wednesday, led yet again by the US large-caps. Wednesday saw both the S&P 500 and the Nasdaq experiencing their worst single day losses since 2022, and...
