by Cambridge Investments | Feb 28, 2022 | News
Back to the past As noted in our update on Friday, the global political theatre that Putin’s invasion of Ukraine brought about marks a paradigm shift that must not be underestimated, and is probably as defining as the opening up of the Soviet Union under Gorbachev in...
by Cambridge Investments | Feb 21, 2022 | News
Investors anxious for storms to blow over Another turbulent week in global stock markets on the back of little in terms of new news, but plenty of speculation of what may lie ahead. At the end of last week, real storms disrupted our lives while markets continue to...
by Cambridge Investments | Feb 14, 2022 | News
Investment climate change Stock markets around the world continued their volatile trading pattern over the past week, although compared with January, trending slightly up rather than down. Bond markets, on the other hand, continued to retreat as yields continued to...
by Cambridge Investments | Feb 11, 2022 | News
2021 Review 2021 Review – Portfolio Postioning 2022 Outlook
by Cambridge Investments | Feb 7, 2022 | News
The Lagarde pivot hits insecure markets We made the case last month that we disagree with the market maxim that “How January goes, so goes the year”, at least for 2022. After a disappointing January for investors (see our January market review), February made a...
by Cambridge Investments | Jan 31, 2022 | News
Taper Tantrum 2.0 fears rattle markets The unnerving start to the year escalated last week, with many lay observers attributing market volatility to the rising possibility of war between Russia and Ukraine. But, as outlined in the video market update we posted last...
