by Cambridge Investments | Feb 26, 2024 | News
M&A activity sets growth against value Equities have moved higher again this past week, with gains made across global markets. Even China put in another week of positive returns, following the largest ever cut to the five-year housing loan prime rate (admittedly...
by Cambridge Investments | Feb 19, 2024 | News
UK not growing really, not growing nominally As regular readers will know, we tend not to comment on UK matters as much as some, partly because the investment portfolios we manage for UK clients are quite globally focused. But the UK as our home is important to us and...
by Cambridge Investments | Jan 8, 2024 | News
After the party, the hangover The first week of January feeling was eerily reminiscent of one year ago: strikes, endless rain and then everything else that causes the usual January blues. Yet investors in diversified global investment portfolios will get a positive...
by Cambridge Investments | Dec 18, 2023 | News
Central bank elves boost 2023 Santa rally This edition of the Cambridge Weekly presents our outlook for 2024, which we compiled over the past two weeks. Inevitably, much of what we write depends on the starting point and this past week has moved that starting point...
by Cambridge Investments | Dec 11, 2023 | News
A bit of a downer We review November’s cheery asset performance below. Early December is also currently on a positive track and trading volumes have been higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors....
by Cambridge Investments | Dec 4, 2023 | News
Price shock reversal November brought investors the opposite of October and turned most portfolio returns into positive mid single-digit numbers for the year. As we have written here over the past weeks, the distinct turn in sentiment that drove markets in November...
