by Cambridge Investments | May 19, 2021 | Uncategorised
In this market update, Lothar Mentel, lead investment adviser to Cambridge, discusses the equity sell off, the real risk of inflation, contagion into ‘real’ markets of crypto currency volatility and the indicators to watch going forward.
by Cambridge Investments | May 17, 2021 | News
Market vertigo galore Last week we wrote how the ‘sell in May and go away’ maxim has historically not shown much merit for investors. At the end of last week, some of our readers may have looked back at those sentences ruefully. Markets have certainly lost a bit of...
by Cambridge Investments | May 11, 2021 | Uncategorised
Elizabeth Pfeuti, financial journalist interviews Lothar Mentel to gain his thoughts on the first quarter of 2021, portfolio positioning and performance, as well as both the short and long-term outlook for the economy in a year of recovery. Q1 2021 investment review...
by Cambridge Investments | May 10, 2021 | News
Sell in May and go away? The traditional stock market adage of ‘sell in May and go away’ is back in vogue again this year, after the first four months of 2021 brought healthy returns to investors with equity exposure. Of course, historic return observations have...
by Cambridge Investments | May 10, 2021 | News
Doubling of earnings leaves markets cold After the previous week’s lull in global equity markets, most regions recovered their previous highs last week, albeit in somewhat lacklustre trading patterns. Just as there were several reasons why markets were in a bad mood...
