by Cambridge Investments | Aug 31, 2021 | News
Fed tapering: the ‘how’ matters more than ‘when’ Questions over when and how the US Federal Reserve (Fed) would begin tapering its monthly securities purchases has been much talked about over the last few months. But ahead of last Friday’s keynote speech at the...
by Cambridge Investments | Aug 16, 2021 | News
Climbing the Wall of Worry – Again August continues to be what one would expect from the middle of the summer: quiet. Yet for investors, it is also pleasing that stock markets around the world are gradually nudging upwards, allowing them to remain relaxed...
by Cambridge Investments | Aug 9, 2021 | News
Mega Techs Under the Cosh After an unexciting July in terms of investment returns, August has made a strong start, with US job markets figures delivering a much-appreciated positive surprise on Friday, while corporate earnings reports continue to support elevated...
by Cambridge Investments | Aug 2, 2021 | News
Summer lull as markets go through the motions We wrote last week that fortunes could be changing on the COVID front, with UK case numbers showing a decline from their (possibly temporary) peak. Since then, the 7-day average for daily cases has fallen for the first...
by Cambridge Investments | Jul 26, 2021 | News
Markets wake up to living with the virus It has been a week of ups and downs. Last Monday saw sunshine and relaxation as so-called ‘Freedom Day’ COVID restrictions were lifted in England. Investors did not join in the party, though, as major equity indices sold off...
by Cambridge Investments | Jul 19, 2021 | News
Earnings vs Delta It has been a quiet week in equity markets. The world’s major stock indices mostly continued their recent holding pattern, awaiting news on where things will go from here. As we have written before, the global transition phase we find ourselves in –...
