by Cambridge Investments | Oct 10, 2022 | News
Reading the runes of last week’s market bounce Market volatility has been in the air all year and, given the macroeconomic backdrop, this is not at all surprising. A weakening global economy marred by war and labour market-driven supply squeezes, while simultaneously...
by Cambridge Investments | Oct 3, 2022 | News
Loss of trust Last week provided the evidence for the fragility of capital markets as they grappled with the strain of transitioning from an ultra-low interest rate environment, back to the one we knew before the global financial crisis of 2008. A policy mistake...
by Cambridge Investments | Sep 27, 2022 | News
by Cambridge Investments | Sep 26, 2022 | News
Competing policy measures leave markets worried The last two weeks have been sobering for investors world-wide, with all major markets (including bond markets) falling between 5% and 10%. This has come after an encouraging recovery rally over the summer that was...
by Cambridge Investments | Sep 20, 2022 | News
The Fed at work and China snubs Putin The consequences of a European war continue to dominate our economy and markets, as it does throughout Western Europe and, to some degree, Asia. Meanwhile, seemingly unaffected by the rest of the world, the US is blazing its own...
by Cambridge Investments | Sep 12, 2022 | News
The end of eras With great sadness, we pass from the second Elizabethan age. Our Queen was a constant during this period of intensely rapid change. Across the political spectrum, we can acknowledge her ceaseless responsibility to her people. She retained her dignity...