by Cambridge Investments | Feb 3, 2021 | Uncategorised
A fraying of nerves In the middle stages of the pandemic, when things had the potential for going very, very badly, there was a sense of global solidarity and unity among people and politicians. Maybe China received opprobrium – it was certainly demonised by many in...
by Cambridge Investments | Dec 14, 2020 | Uncategorised
A high stakes game of principle chicken This week’s edition was meant to focus on our annual outlook for the coming year, while working under the assumption that the UK and Europe would by now be operating under a ‘skinny’ trade deal that would prevent tariff hurdles...
by Cambridge Investments | Dec 7, 2020 | News, Uncategorised
December concerns over baubles and bubbles As the world faces up to a not-so-jolly Christmas season, it may be surprising to learn that sentiment across the global economy was reported to be quite strong last week. Admittedly, this is mostly driven by strong...
by Cambridge Investments | Oct 5, 2020 | Uncategorised
The Cambridge Weekly Update A question of time horizons A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and...
by Cambridge Investments | Sep 15, 2020 | Uncategorised
Frictions and contradictions September has ended what now feels like a ‘goldilocks’ summer for investors, and political, societal and capital market frictions have returned to the stage with a bang. However, the fact that stock markets have not simply plunged on bad...
