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...
by Cambridge Investments | Jul 25, 2022 | News
Economy weakens but central banks persevere Global investors tend to be quite US-focused, as the world’s largest economy has an outsized impact on trends across the world. Last week though, attention was on the other side of the Atlantic. European economic data caught...
by Cambridge Investments | Jul 18, 2022 | News
Too hot, too cold Investors’ rough ride continued last week. Markets are being buffeted by the ups and downs of economic data and the resultant changing expectations for central banks. We had unexpectedly positive UK economic growth during May, while the continued...
by Cambridge Investments | Jul 13, 2022 | News
by Cambridge Investments | Jul 11, 2022 | News
Markets not reflecting public fear The murder of past Japanese Prime Minister Abe is a reminder of how much we should value our public servants and politicians. We should be grateful to all our politicians that they are prepared to do a job we need so much. Whether...
