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,...
by Cambridge Investments | Jan 17, 2019 | News
Substantial but fragile New Year recovery While the UK public were stunned and distracted by the live constitutional drama between parliament and government over Brexit, equity markets continued their New Year’s recovery rally. Since the pre-Christmas lows, Global...
by Cambridge Investments | Jan 7, 2019 | News
Year-end turbulences heralding difficult 2019? Happy New Year from team Cambridge and here’s to a more joyful 2019 for investors! As our 2018 table of asset class returns below shows, 2018 brought even less joy for investors worldwide than we had expected. The...
by Cambridge Investments | Jan 7, 2019 | News
Fed tightens, market falls and economy keeps on going We wrote about our outlook for 2019 last week. After that slightly lengthy read, we thought a shorter note discussing what has caused market behaviour would be helpful. So, this week all eyes were on the US Federal...
by Cambridge Investments | Jan 7, 2019 | News
Cambridge’s 2019 Outlook Overview It’s fair to say that most investors and commentators are taking a fairly bleak view of 2019’s prospects. The rampant US growth engine that drove the global economy forward this year appears to have passed its peak and is likely to...