by Cambridge Investments | Jun 3, 2019 | News
Bond rally musings It all seemed to make a lot of sense to the media commentators this past week: government bonds rallied and equity markets fell because investors no longer expect a return of meaningful global economic growth during 2019, and in the UK the...
by Cambridge Investments | May 28, 2019 | News
It is getting warmer Unfortunately this headline is not intended to suggest that things are getting better, but rather that Donald Trump’s trade war is heating up. In a way I feel reminded of the Cold War between the US and the USSR in my youth, when the odd skirmish...
by Cambridge Investments | May 20, 2019 | News
Market support for Trump or unwarranted equanimity? A little over one week into the escalation of the US-China trade wars, stock markets have calmed and even made a partial recovery from last week’s sell-off. Globally, stock markets are now trading around 3.5% below...
by Cambridge Investments | May 13, 2019 | News
Geopolitics re-enter market stage Just as markets were trying to prove that they have regained some rational balance when they shrugged off central banks’ rejection of further monetary support, geopolitical tensions returned with vengeance. Perhaps it was naïve of the...
by Charles Penn | May 7, 2019 | News
Central banks disappoint expectations Last week we wrote that stock markets faced being challenged by the decline of a number of stimulating aspects that had been regularly named as the drivers of the 2019 recovery. The most crucial one being central banks’ assurances...
by Cambridge Investments | Apr 29, 2019 | News
Waning market stimuli put stock markets on notice A pleasant Easter break has been followed by new highs for US equity indices. And yet, it has been a less comfortable week for professional investors. The tailwinds blowing the 2019 stock market bounce-back are waning....
