by Cambridge Investments | Jan 30, 2023 | News
Goldilocks in the air Recent macroeconomic data releases across the western world report declining rates of inflation and no longer overheating (but nevertheless still positive) economic growth. In the US, the important milestone of the rate of personal consumption...
by Cambridge Investments | Jan 23, 2023 | News
Slowing growth throws markets into a bind Last Monday we wrote that markets were rising because bad economic news was good news in terms of lessening concerns over interest rate rises, beyond what is already expected and therefore priced in. Last week, various...
by Cambridge Investments | Jan 16, 2023 | News
Football fever saves UK from recession The new year is proving to be a happy one for almost all asset classes and regions. The FTSE 100’s intraday all-time high of 7903.50 was less than 100 points away on Friday, and we were closer than we were the previous week. The...
by Cambridge Investments | Jan 9, 2023 | News
January surprises “Welcome to 2023” said the note on the restaurant door. The door was shut, the lights were off, and another note explained that rail strikes meant staff and customers were unable to get there. All the venues in this City-of-London street were closed...
by Cambridge Investments | Dec 12, 2022 | News
Fed up before Christmas As the year comes to a close, some of the year’s big trends have showed signs of stopping or even reversing. Are the current market moves really down to the market’s concerns about interest rate policy? This year has been tumultuous in market...
by Cambridge Investments | Dec 5, 2022 | News
Not so bad? Almost good December has begun on a positive footing for investors. A renewed pivot in sentiment, with market participants choosing to focus on the positives rather than the negatives, has brought the third extended market upswing of 2022, with various...
