by Cambridge Investments | Apr 19, 2022 | News
Easter review and outlook The annual rate of inflation, as measured by the consumer price index (CPI) was reported at 7% in the UK, 8.5% in the US and even Germany recorded 7.3%. These are heights not seen for 40 years and were unsurprisingly front and centre of last...
by Cambridge Investments | Apr 11, 2022 | News
Q2 begins with QT top of the agenda Are we entering a period of global equity market consolidation? The chart below shows global equity and UK equity total return indices from the onset of the pandemic to now. In aggregate, global markets have managed a decent enough...
by Cambridge Investments | Apr 5, 2022 | News
by Cambridge Investments | Apr 4, 2022 | News
Yield curve inversion – no April fool It is the beginning of April, but after living through the events of this quarter, few seem in the mood for the usual April fools’ jokes. While UK consumers braced themselves for a surge in their cost of living – as the UK’s...
by Cambridge Investments | Mar 28, 2022 | News
Better news is not always good news Another good week for global equities, but a poor one for global bonds. Of course, that hides some disparity in the subsections that make up both markets. In the broadest sense, the US Federal Reserve (Fed) said interest rates will...
by Cambridge Investments | Mar 21, 2022 | News
Changing tides Last week we reminded portfolio investors of the importance of making sure that long-term investment decision-making is not overly influenced by short-term market fluctuations. Here at Cambridge, we aim to ensure portfolios remain positioned...
