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...
by Cambridge Investments | Jul 15, 2024 | Uncategorised
Lower inflation, less profits? Last week has been an interesting one in capital markets. Global stocks are a nudge above where they were at the end of the previous week in aggregate, but this hides a great deal of variation. There was a steady climb early in last...
