by Cambridge Investments | Jul 15, 2019 | News
Positioning for a summer of wait and see Cambridge’s investment team held its in-depth investment committee meeting last week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings and what may have...
by Cambridge Investments | Jul 8, 2019 | News
Liquidity drives stock markets to new highs – for how long? The highly anticipated meeting between US President Trump and China’s President Xi Jinping at the G20 summit in Osaka came and went – with somewhat of a damp squib outcome compared to some...
by Cambridge Investments | Jul 1, 2019 | News
The tortoise cracks the egg – what’s real diversification? ‘Don’t put all your eggs in one basket’ is a phrase we hear time and time again. Although useful in explaining the concept to clients, it’s not really helpful in explaining why we seek to diversify and how it...
by Cambridge Investments | Jun 24, 2019 | News
Battle of the ‘doves’ There were relatively few economic data or corporate announcements this week. The US came within a hair’s breadth of clearly carrying out an act of war against Iran. And the global stocks rose 2.25% during this week, with the US S&P500 index...
by Charles Penn | Jun 17, 2019 | News
Mixed messages After a good start, June has carried on in a positive way for investors. Over the past week stock markets consolidated their gains, while bond yields stopped falling. Following the rapid deterioration of US manufacturing data, a number of positive data...
by Charles Penn | Jun 10, 2019 | News
The return of the central bank put? Stock markets rallied on the hope that central banks’ reassuring comments will lead to monetary stimulus once again Are Woodford’s woes the death knell for active management? With deep knowledge of his investment...
