by Cambridge Investments | Nov 27, 2023 | News
US economy slows to our pace November remains a positive month in capital markets, although equities had a neutral week and longer bond prices have fallen back. UK government bonds (Gilts) have been the best performing bond market in the past few weeks, but the tax...
by Cambridge Investments | Nov 20, 2023 | News
Inflation genie back in the bottle? Last week was another good one for most investors. In sterling terms, the strongest equity markets were in Europe with the DAX up 4.5% since last Friday afternoon. The biggest winners have been small and mid-sized firms; the UK...
by Cambridge Investments | Nov 13, 2023 | News
Back pedalling central bankers The turnaround rally in stock and bond markets – started by the previous week’s dovish central bank comments – petered out towards the end of last week, with central bankers seemingly at pains to reverse their messaging, or at least...
by Cambridge Investments | Nov 6, 2023 | News
The Cambridge Weekly –6th November 2023 Dovishness proves contagious Just how much change a week can bring to markets was amply visible during the last seven days. Last week we wrote about how negative sentiment in stock markets can turn into a self-perpetuating...
by Cambridge Investments | Oct 30, 2023 | News
The resilience narrative comes under pressure A potentially meaningful change in correlations happened last week. In recent times, a fall in yields (and therefore a rise in bond prices) would go alongside rises in equity prices, particularly the mega-cap growth...
by Cambridge Investments | Oct 23, 2023 | News
Bonds yield volatility has markets guessing While the human suffering in the Middle East conflict worsened as expected last week, it has not yet spread further across the region. Therefore, and as we wrote last week, markets have not particularly acknowledged the rise...
