by Cambridge Investments | Nov 25, 2019 | News
Markets pause for reality check Conventional market wisdom holds that the cold and damp of autumn usually heightens the probability of downside volatility in markets – particularly when the economic outlook is unclear. The last quarter of 2018 was a prime example of...
by Cambridge Investments | Nov 11, 2019 | News, Uncategorised
Recession concerns retreat, but growth remains a hope Equity markets were in a good mood this week. That is in no small part due to progress in US-China trade negotiations, in which both sides agreed to the removal of already imposed tariffs in a number of phases....
by Cambridge Investments | Nov 4, 2019 | News
Crucial October period safely behind October has ended: time to take stock of market and portfolio returns. In general, stock markets nudged up further while government bond yields recovered, eroding some of bonds’ earlier valuation gains. For UK investors however,...
by Cambridge Investments | Oct 28, 2019 | News
Slowly turning Another week, another Brexit delay. EU leaders have decided to wait until after the election vote next week before saying how long may be acceptable for another delay. Despite some tough words from France, it seems unlikely they will be so unreasonable...
by Charles Penn | Oct 22, 2019 | News, Uncategorised
Brexit breakthrough versus Brexit fatigue We have witnessed a second week of improving sentiment in global capital markets, with most equity markets trending higher and bond yields continuing their recovery. However, this was nowhere near the euphoria levels that...
by Cambridge Investments | Oct 14, 2019 | News
Atmospheric improvements It is quite incredible how much market sentiment can swing at the moment on the back of ‘atmospheric’ changes in the political debate. Only last week, we wrote how the political news-flow did not contribute positively to the short term outlook...
