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...
by Cambridge Investments | Oct 7, 2019 | News
Stall speed economy fears spreading Once again, politics took our breath away during this first week of October. Donald Trump appeared to live-stream ever more evidence for his own impeachment, while the UK’s Boris Johnson ricocheted in his Brexit language between...
by Cambridge Investments | Sep 30, 2019 | News
Ominous US-Dollar strength The unprecedented events unfolding in UK politics this week will have distracted many UK investors from developments in the wider world. But those global developments may well carry far greater significance for near-term return developments...
