by Cambridge Investments | Feb 26, 2020 | News
COVID-19 and the reaction of markets to pandemic fears Global equity markets have taken a significant hit this week, as investors started to take news of COVID19 spreading beyond China to the rest of the world more seriously. We thought it would be a good time to...
by Cambridge Investments | Feb 24, 2020 | News
Bubble trouble Compared to last week, there have been few changes to the big picture narrative: Thanks to the virus containment efforts enacted by its government, China’s labour force is only now slowly returning to work following an unusually extended Lunar New Year...
by Cambridge Investments | Feb 17, 2020 | News
V-shaped recovery focus for Valentine While investors enjoyed another upbeat week, the world’s medical profession (and the wider public at large) remained in a more troubled state, with concerns increasing after the World Health Organisation officially renamed this...
by Cambridge Investments | Feb 11, 2020 | News
Virus week – not in stock markets January is behind us and what a year it’s already been. Investors have been bounced around from WWIII fears between the US and Iran, the formal Impeachment of the US president and the prospect of a global virus pandemic. Against this...
by Cambridge Investments | Feb 3, 2020 | News
Headwinds and tailwinds The events of the past few weeks have left some investors wondering whether we are witnessing a rapid deterioration of the erstwhile ‘fair to potentially better than expected’ 2020 outlook. In light of the Chinese Corona virus threat to all...
by Cambridge Investments | Jan 27, 2020 | News
Consolidation ahead? The quiet period of Christmas and New Year has definitely ended. Davos World Economic Forum, Chinese Coronavirus, Q4 earnings season, central bank deliberations, first batch of 2020 business sentiment figures and – you guessed it – the next steps...
