by Cambridge Investments | Mar 13, 2023 | News
Market wrestling For weeks we have been talking of an equity market that is relatively expensive in comparison to bond markets, especially government bond markets. Below is a chart which tracks the dividend yield of the FTSE 100 (calculated from 12-month trailing...
by Cambridge Investments | Mar 7, 2023 | News
by Cambridge Investments | Mar 6, 2023 | News
Mood swings For some time, bond and equity markets have been experiencing teenager-like mood swings. As February ended and March began, government bond yields continued their march higher to levels last seen last autumn, when stock markets tumbled as a result. Yet,...
by Cambridge Investments | Feb 27, 2023 | News
Balancing acts Last week saw global stock markets give back a portion of the gains made in the first few days of February. Still, since the start of the year, global stocks have made a total return of around 5% in £-sterling terms (Source: Bloomberg). Over the past...
by Cambridge Investments | Feb 20, 2023 | News
A dose of realism creeps in Last week, the UK’s leading stock market index, the FTSE 100, finally passed the psychologically important threshold of 8,000. And yet, after the strong start to the year in January, February has brought consolidation rather than a...
by Cambridge Investments | Feb 13, 2023 | News
A challenging week brings investors back down to earth Overall, UK bond and equity markets slipped back last week, despite the FTSE 100 edging higher until Thursday lunchtime when it reached a new all-time price high. Since the previous week’s US employment data, the...
