by Cambridge Investments | Aug 19, 2019 | News
Market spat between bond and equity markets Last week, we suggested that the recent market pullback (down, then up to almost recovered) is unlikely to be the end of this bout of market volatility. Sure enough, markets became even more volatile over this week, despite...
by Cambridge Investments | Aug 12, 2019 | News
Bond markets unnerve equity markets – again We have repeatedly commented on these pages that the good mood in asset markets this year is more to do with central bank policy than a positive backdrop of the real economy. With poor economic fundamentals, central banks...
by Cambridge Investments | Jul 22, 2019 | News
…‘twere well it were done quickly It has been another reasonable week for risk assets, especially equities. At the time of writing, markets around the world are within a percentage point of last week’s highs. In the US, large cap stocks are floating just off the...
by Cambridge Investments | Jul 15, 2019 | News
Positioning for a summer of wait and see Cambridge’s investment team held its in-depth investment committee meeting last week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings and what may have...
by Cambridge Investments | Jul 8, 2019 | News
Liquidity drives stock markets to new highs – for how long? The highly anticipated meeting between US President Trump and China’s President Xi Jinping at the G20 summit in Osaka came and went – with somewhat of a damp squib outcome compared to some...
