by Cambridge Investments | Jul 3, 2023 | News
A glass half-full half year Halfway through 2023 and, all in all, things have been fair-to-middling for markets. We’ll have a more detailed run-through of asset class performances in next week’s Weekly, but an assessment of the changing economic and markets landscape...
by Cambridge Investments | Jun 26, 2023 | News
Markets catching up with reality Following three weeks of ‘not a lot of news’ being good news for stock markets, bad news dented investor sentiment last week. This has coincided with some reversal of global liquidity, as the US government is once again stepping up...
by Cambridge Investments | Jun 22, 2023 | News
by Cambridge Investments | Jun 19, 2023 | News
Market conundrum amid volatile growth Last week saw equity markets move higher yet, despite central bank hawkishness. We had another 0.25% rate rise from the European Central Bank (ECB) and, although the US Federal Open Market Committee (FOMC) left rates unchanged,...
by Cambridge Investments | Jun 12, 2023 | News
Immaculate disinflation sentiment cheers investors Another positive week in global stock markets, which seemed unremarkable given it has been fairly good since the beginning of May. However, looking more closely – as we do – two market dynamics tell us more market...
