by Cambridge Investments | Aug 30, 2022 | News
Delicate equilibrium All eyes were on the world’s central bankers last week, who were guests of the US Federal Reserve (Fed) at its annual conference in Jackson Hole, Wyoming. Markets were particularly eager to hear what Fed chair Jay Powell had to say – hoping that...
by Cambridge Investments | Aug 24, 2022 | News
Will a new PM be good news for investors? Here at Cambridge, we rarely talk about UK politics in our deliberations on markets. That’s not because we’re not interested. Rather, it is because domestic politics have less of an effect on the broader global assets that we...
by Cambridge Investments | Aug 18, 2022 | News
Fear of missing out Investors are feeling FOMO: the “fear of missing out” once again. Last week was a continuation of the trend from the start of July – which has seen a significant boost to both bond and equity markets. Curiously, the good feeling among investors...
by Cambridge Investments | Aug 15, 2022 | News
by Cambridge Investments | Aug 8, 2022 | News
Markets bet on a perfect landing Bad news filled the airwaves last week. Faltering global growth, higher inflation forecasts and rising interest rates set a dour tone – capped off by a geopolitical crisis in Taiwan. UK investors were struck by the Bank of England’s...
by Cambridge Investments | Aug 1, 2022 | News
Positive returns amidst negative sentiment For a second consecutive quarter, the US economy shrank in real terms. Yet the US Federal Reserve (Fed) raised interest rates by another 0.75% last Wednesday because the US economy is too strong. We write, in a separate...
