by Cambridge Investments | May 15, 2023 | News
Trust the MPC to rain on May’s parade After a period where it felt like there was a shortage of news, things are hotting up. Both equity and bond markets are bearing up well generally but, in our estimation, underlying risks have increased since May started. After the...
by Cambridge Investments | May 9, 2023 | News
A small predicament Last week’s investor focus was dominated by May’s central bank rate decisions, with the weaker spots in US (regional bank) markets continuing to rumble just beneath the surface. Australia’s Reserve Bank made the start on Tuesday, surprising most...
by Cambridge Investments | May 2, 2023 | News
Inflation running out of money Over the past few weeks, we have observed how markets have been hanging in a fine balance, as evidenced by the rather directionless and decreasingly volatile bond, equity and currency markets. We are not the only ones who see it that...
by Cambridge Investments | Apr 24, 2023 | News
Prospects of a warm spring Another relatively quiet week meant a generally benign environment for risk assets. In our last Weekly, we discussed how low-volatility markets tend to rise, which prompted some questions from readers, so we’ll explain our thoughts later in...
by Cambridge Investments | Apr 17, 2023 | News
Return of calm bodes well for spring Easter lies behind us and the second quarter of the year ahead. Considering how unnerving the first three months of the year were, UK investors in globally diversified multi-asset portfolios (akin to the ones we manage) have not...
by Cambridge Investments | Apr 10, 2023 | News
Spring of hope following winter of doom? This year began in anticipation of imminent global recession, but imminent did not mean immediate, and as the second quarter gets under way, the chances of a global recession may be less now than they were. The chart below is...
