by Cambridge Investments | Jan 7, 2019 | News
Roller-coaster Advent The news of a 90-day trade truce between presidents Trump and Xi’s was widely welcomed this week. It was probably the most that could be expected of their much-anticipated dinner conversation at the fringes of the G20 summit last weekend in...
by Cambridge Investments | Dec 3, 2018 | News
Predicaments As November draws to a close, global stock markets have provided a positive last week to an otherwise bleak month for investors. And as it stands, it is not just October and November but the whole of 2018 that has turned into a disappointment for...
by Cambridge Investments | Nov 26, 2018 | News
Muted replay of 2015 or end of cycle approaching 2019? It certainly helped nerves this week that the US was distracted by their Thanksgiving celebrations and politics in the UK calmed down, after the Eurosceptic Tory rebels’ spectacular failure to deliver on last...
by Cambridge Investments | Nov 19, 2018 | News
Keep calm and carry on It has undeniably been the most unnerving week in UK politics since the week following the Brexit referendum, when the British electorate unexpectedly rejected the EU status quo. Representatives of both sides have finally agreed on a withdrawal...
by Cambridge Investments | Nov 5, 2018 | News
Good-bye cathartic October What a difference one month can make. At the end of September, one of the biggest conundrums of 2018 was the divergence of stock market returns between the US (strongly positive) and the rest of the world (flat). October’s stock market...
by Cambridge Investments | Nov 5, 2018 | News
Stock markets suffer liquidity squeeze During the recovery from February’s stock market correction, we wrote on these pages that the upsurge in equities – particularly in the US – felt a little uncomfortable. This was because the correction had not followed the usual...
