by Cambridge Investments | Mar 5, 2024 | News
Winners and losers of stabilising yields We ended February and started March with a week of positive price action in equities, although the US mega-caps did less well generally, while bond markets were rather stable. Indeed, we think stable bond markets – pretty much...
by Cambridge Investments | Feb 26, 2024 | News
M&A activity sets growth against value Equities have moved higher again this past week, with gains made across global markets. Even China put in another week of positive returns, following the largest ever cut to the five-year housing loan prime rate (admittedly...
by Cambridge Investments | Feb 19, 2024 | News
UK not growing really, not growing nominally As regular readers will know, we tend not to comment on UK matters as much as some, partly because the investment portfolios we manage for UK clients are quite globally focused. But the UK as our home is important to us and...
by Cambridge Investments | Feb 14, 2024 | Uncategorised
The Cambridge Weekly – 12th February 2024 Are US stocks bubbling up? Last week the US large-cap equity market shook off the rest of the world and marched to yet another new milestone. The S&P 500 traded above 5,000 for the first time on Thursday night. It also...
