by Cambridge Investments | May 30, 2023 | News
Debt ceiling angst or simply lack of good news? Compared to the previous week, markets did not really get much ‘new’ news to digest, and yet last week brought a renewed bout of equity market volatility. Given bond yields experienced even larger moves (up), ...
by Cambridge Investments | May 22, 2023 | News
Big tech stocks increase is ‘artificial’ Last week we wrote that markets were facing growing risks. Since then, and at the time of writing, equity markets have generally headed higher. Japan has been enjoying a particularly good run with the Nikkei 225...
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...
