by Cambridge Investments | Dec 18, 2023 | News
Central bank elves boost 2023 Santa rally This edition of the Cambridge Weekly presents our outlook for 2024, which we compiled over the past two weeks. Inevitably, much of what we write depends on the starting point and this past week has moved that starting point...
by Cambridge Investments | Dec 11, 2023 | News
A bit of a downer We review November’s cheery asset performance below. Early December is also currently on a positive track and trading volumes have been higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors....
by Cambridge Investments | Dec 4, 2023 | News
Price shock reversal November brought investors the opposite of October and turned most portfolio returns into positive mid single-digit numbers for the year. As we have written here over the past weeks, the distinct turn in sentiment that drove markets in November...
by Cambridge Investments | Nov 27, 2023 | News
US economy slows to our pace November remains a positive month in capital markets, although equities had a neutral week and longer bond prices have fallen back. UK government bonds (Gilts) have been the best performing bond market in the past few weeks, but the tax...