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...
by Cambridge Investments | Sep 24, 2019 | News
Diverging economic trends – catalyst for trade war resolution? We know from conversations with some of our portfolio investors and financial advisers that the investing UK public is currently almost entirely focused on every twist and turn of the Brexit...
by Cambridge Investments | Sep 16, 2019 | News
Market sentiment rebound Last week, we wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in equities all over the world, despite no clear...
