by Cambridge Investments | Oct 16, 2023 | News
Capital markets and war Last week saw the world most certainly taken a turn for the worse from a humanitarian point of view. Pictures of the atrocities committed in the Middle East, and indeed the timing, drew immediate parallels with the Yom Kippur War of October...
by Cambridge Investments | Oct 9, 2023 | News
Recession fears creeping back Financial markets are in one of those occasional periods where the world’s economic realities do not quite seem to match what some asset price moves seem to want to tell us. Last week and continuing the trend from the previous week, we...
by Cambridge Investments | Oct 2, 2023 | News
Economic resilience is about to be tested Historically September has on average not been great for investors, and as it turns out this year is no exception to that norm. Both equities and bond valuations have declined and even though equities have not materially moved...
by Cambridge Investments | Sep 25, 2023 | News
To yield or not to yield Last week, stocks and bonds were still bruised from the ‘hawkish pause’. The US Federal Reserve (Fed) announced last Wednesday that it would hold interest rates steady at 5.25-5.5% but threw in some stern forward guidance to dispel any doubts...
by Cambridge Investments | Sep 18, 2023 | News
Central bank hawks determined to defang inflation The European Central Bank (ECB) raised rates last Thursday, with the majority of its Governing Council members concerned that the inflation parasite may be alive for a while longer. Of course, parasites can continue to...
by Cambridge Investments | Sep 11, 2023 | News
Energy in focus – oil prices up and an ill wind for renewables Markets have been generally quiet at the start of September, but energy is again becoming an issue for equity and credit markets. Oil prices have risen since the start of the summer, with Brent crude...
