by Cambridge Investments | Nov 9, 2020 | News
Looking beyond the obvious We wrote only last week that markets hate uncertainty. Given that equity, bond and commodity markets were all quite a lot stronger at the end of the week, many investors must have gained clarity, if not optimism. There are a lot of important...
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...
