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...
by Cambridge Investments | Jan 20, 2020 | News
All central bank liquidity or improved outlook too? Following the brief wobble after the escalation in tensions between the US and Iran, the risk appetite that drove the substantial stock market rally towards the end of last year has returned. With yet another good...
by Cambridge Investments | Jan 13, 2020 | News
So far so good Compared to last week’s ‘brink-of-war’ geopolitical shock start to the year over the US-Iran tensions, this week has brought relatively positive economic news, with not much to upset global markets, even if the general news flow was tragic from a...
by Charles Penn | Dec 23, 2019 | News
Goodbye 2019 – welcome 2020 and a new decade! 2020 will be interesting As not only the year, but also the decade comes to a close, 2019’s last Cambridge Weekly edition has us reflecting on the larger shifts we are witnessing 2010/2020 – one decade...
by Cambridge Investments | Dec 2, 2019 | News
Markets are driving the markets – will the economy keep up? It has been another quiet week in capital markets, which may be a surprise given the political shouting about the General Election. As we have written before, the recent rally in risk assets is at odds with...
