by Cambridge Investments | Jun 22, 2020 | News
A new normal After a wobble, capital markets have stabilised again. Global stock markets have not quite regained their previous highs, but seem to have found a level, trading sideways since last Tuesday. For onlookers though, risk asset prices probably look anything...
by Cambridge Investments | Jun 15, 2020 | News
Stock markets suffer altitude sickness Reading the news seems much more complicated these days. Our friend and old colleague, Rob Martorana, has lived and worked in New York all his life. An excellent portfolio manager and great thinker about investments, Rob has...
by Cambridge Investments | Jun 8, 2020 | News
Markets are enjoying an uncomfortably benign pandemic May 2020 will be remembered for many things. For most of the world, it was when lockdown measures began to ease and people filtered back out into the sunshine for the first time in weeks. It was also when the size...
by Cambridge Investments | Jun 1, 2020 | News
May ends with optimism and promises of more stimulus The stock market recovery that started on 23 March – and was widely regarded as little more than a soonto-falter bear market rally – consolidated further over the last week of May. By now it is either the most...
by Cambridge Investments | May 26, 2020 | News
Big trouble in big China Over the past week, it felt as if the new normal of enforced idleness paired with less stringent lockdown rules and summer weather would lead to a happier mood across Western Europe, including the UK. The same applied for investors, whose...
by Cambridge Investments | May 22, 2020 | News
Stock markets rise as economies fall – is that sustainable? The market recovery that began in late March has metamorphosed from a bear market rally into a full blown bull market, while week to week, investment market valuations have ridden the rollercoaster of...
