by Cambridge Investments | Nov 5, 2018 | News
Good-bye cathartic October What a difference one month can make. At the end of September, one of the biggest conundrums of 2018 was the divergence of stock market returns between the US (strongly positive) and the rest of the world (flat). October’s stock market...
by Cambridge Investments | Nov 5, 2018 | News
Stock markets suffer liquidity squeeze During the recovery from February’s stock market correction, we wrote on these pages that the upsurge in equities – particularly in the US – felt a little uncomfortable. This was because the correction had not followed the usual...
by Cambridge Investments | Nov 5, 2018 | Uncategorised
Complicated picture suggests taking a step back The global equity market sell-off calmed this week, even though the predicted bounce back petered out sooner than most had expected with selling pressures already returning mid-week. This left stock markets roughly where...
by Cambridge Investments | Oct 10, 2018 | Uncategorised
Bond market sell-off surprise Having written only last week that Trump’s trade wars may prove a bizarrely supportive factor towards safely unwinding overvalued bond markets, I feel as if I provoked bond markets to prove me wrong. Amongst the other news stories, bond...
by Cambridge Investments | Oct 3, 2018 | Uncategorised
Poor politics containing bond market risks? As September and Q3/2018 drew to a close, investors enjoyed a second consecutive week of positive returns, ending the period not only with positive returns overall, but also in an uptrend. End of an era for the Fed The era...
