by Cambridge Investments | Jul 22, 2024 | News
Shock, rotation, growth? Last week was an astounding week. Capital markets took the attempted assassination of Donald Trump as practical confirmation of his victory in the upcoming presidential election. Equities moved to price in his expected agenda of tax cuts and...
by Cambridge Investments | Jun 17, 2024 | News
Still mostly sticking to the plan After a cacophony of political noise, central bankers were again the ones to really strike a chord with capital markets last week. Britain’s political parties unveiled their manifestos and French President Macron shocked everyone...
by Cambridge Investments | Jun 10, 2024 | News
ECB’s Lagard makes rate cut history Rate cuts at last. In a heavily anticipated decision, the European Central Bank (ECB) cut interest rates for the first time in five years last Thursday. Perhaps more poignantly, it was the very first time in its 25 years existence...
by Cambridge Investments | Jun 3, 2024 | News
Consolidation Capital markets were in a dreary mood again last week, with global stocks generally ending the week down between 0.5 and 1%. That almost exactly tracks US stocks, with the S&P 500 losing just under 0.3% through the week. UK equities fared a little...
by Cambridge Investments | May 20, 2024 | News
Pluses and minuses It has been a decent week for investors, with global stocks up around 1% from last Monday. British and European equities finished virtually flat, with the US and China slightly up. The gain for US stocks was not outsized, but it was enough to take...
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...
