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...
by Cambridge Investments | Sep 21, 2020 | News
Taking a step back to look forward Stock markets have stabilised and started trading sideways, in a sign of healthy consolidation following their extraordinary recovery rally since late March. Notably, the darlings of the recovery, namely US large cap tech and growth...
by Cambridge Investments | Sep 7, 2020 | News
Market dynamic of a K-shaped recovery Markets’ summer holidays are over. Throughout August, risk assets made some impressive gains, while the global economy remained in its deepest ever recession. After equities were then catapulted to eye-watering valuation levels,...
by Cambridge Investments | Sep 1, 2020 | News
Big tech gets bigger while the Fed takes the easy option In a week where Donald Trump kicked off his re-election campaign in earnest, global investors showed it is indeed “America first”. US equities continue to push at all-time highs, having recovered everything lost...
