by Cambridge Investments | Oct 7, 2024 | Uncategorised
Why are markets so calm? Raised tensions in the Middle East dominated the headlines last week. Capital markets are obviously not the most humanly important consideration in this situation, but our job as investment managers is to think about how they might react....
by Cambridge Investments | Sep 9, 2024 | Uncategorised
Nervous markets ahead of second pivot Capital markets have started September rather despondently. It feels similar to (though not nearly as bad as) the sell-off that started August, after which stock values quickly recovered. There were risks and headwinds back then,...
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...
