by Charles Penn | Apr 23, 2019 | News
Progress? We prognosticated in January that we thought it likely that the impossible US President Trump would reach a trade deal with China before the hapless UK prime minister would achieve a constructive divorce settlement with the EU. This week both issues appeared...
by Charles Penn | Apr 23, 2019 | News
Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it...
by Cambridge Investments | Feb 11, 2019 | News
Is 2019’s market recovery beginning to stutter? After one of the worst Decembers for global investors since the Great Depression, followed by the best January since 1987, February has started not too badly for investors. While up overall, the 7th week of the 2019...
by Cambridge Investments | Feb 4, 2019 | News
Turnaround?; US economy slowing but not stopping; Gold and real yields; Huawei, 5G and the US-China trade war. Cambridge Weekly Update 4th February 2019
by Cambridge Investments | Jan 28, 2019 | News
Market absurdities The continued stock market recovery is not as absurd as it may appear in light of deteriorating economic news flow if the bulk of last year’s sell-off was driven by overly tight global liquidity. Europe struggles to find its feet From fastest...
by Cambridge Investments | Jan 21, 2019 | News
Markets looking ahead The New Year’s stock market recovery rally we wrote about last week has continued, to the surprise of many who are observing unprecedented political shambles on either side of the Atlantic. The UK appeared to be descending into political chaos,...
