by Cambridge Investments | Nov 2, 2020 | News
Unsettled week ahead – or behind? In the first article of The Cambridge Weekly we normally discuss the relevance of the weekly news flow for the development of our longer-term picture for our investors. Usually, our conclusion is that the noises of the week need to be...
by Cambridge Investments | Oct 26, 2020 | News
Sunlit uplands or COVID gorge? Halloween is around the corner and markets had plenty to frighten them last week. Across Europe, the second wave of infections has risen higher than the first. While new lockdown measures are less stringent this time (schools and...
by Cambridge Investments | Oct 22, 2020 | News
A review of 2020 – the K shaped recovery Positioning through the crisis Q3 outlook for 2020/21 Longer Term Focus: Brexit and the US Election
by Cambridge Investments | Oct 19, 2020 | News
Watching and waiting A noticeable winter chill is in the air. The threat of fresh lockdown measures has become reality, with renewed restrictions coming into force not just in the UK, but across most of continental Europe as well. But unfortunately, the UK – once...
by Cambridge Investments | Oct 12, 2020 | News
Baffling market optimism Following the unsteadiness of September, markets have further regained their composure and continue to drift upwards. This stands in stark contrast to the flow of bad news. The White House, centre of power for the mighty US, has become a COVID...
by Cambridge Investments | Sep 28, 2020 | News
The Cambridge Weekly Update A recovery on hold September continues to bite equity markets. Stocks everywhere wobbled again last week and even though they bounced back, the S&P500 is down around 8% in US Dollar terms for the month. UK investors might notice less of...
