by Cambridge Investments | Sep 20, 2021 | News
End of the re‐opening honeymoon We are halfway through September and investors have not experienced a continuation of the positive returns picture of the summer months. This is despite COVID restrictions gradually lifting (not only in the UK) and an on‐track economic...
by Cambridge Investments | Sep 13, 2021 | News
Paying for it – the major economies ponder their balance sheets Recently we noted the increasing importance of fiscal policy, and sure enough last week the UK kicked-off the new school year with a big fiscal bang. National Insurance contributions are on the...
by Cambridge Investments | Sep 6, 2021 | News
Politics and policy sit at the head of the table Last week felt a bit like the whole month of August. Equity markets (North America and Europe) were in the green, and then last Friday expressed their disappointment over the weak US jobs report. Market participants...
by Cambridge Investments | Sep 2, 2021 | News
by Cambridge Investments | Aug 31, 2021 | News
Fed tapering: the ‘how’ matters more than ‘when’ Questions over when and how the US Federal Reserve (Fed) would begin tapering its monthly securities purchases has been much talked about over the last few months. But ahead of last Friday’s keynote speech at the...
