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...
by Cambridge Investments | Aug 11, 2020 | Uncategorised
Summer sunshine beckons, but politics still casts a long shadow As July ends with stifling temperatures, thoughts can turn to the month ahead. August capital markets can be either quiet or decidedly choppy. As investors go on their summer holidays, daily trade volumes...
by Cambridge Investments | May 5, 2020 | Uncategorised
Lock-down, Open-up In April, the virus ended the lives of over 190,000 people across the world. Of those, 13% were in the United Kingdom, nearly 25,000. The UK has been one of the worst affected countries during this pandemic. The US has suffered a similarly heavy...
by Cambridge Investments | May 4, 2020 | News, Uncategorised
Is April’s rally sustainable? In this investment update, Lothar Mentel, Lead Investment Adviser to Cambridge Investments discusses whether April’s surprisingly big rally is sustainable. May’s start has seen some wobbles and confidence is fragile. The bad...
by Cambridge Investments | Apr 14, 2020 | Uncategorised
Fading threat of financial crisis re-opens old divides These “strange times we live in” are even stranger for those of us working in and around capital markets. Despite the COVID-19 death toll rising to horrifying and previously unthinkable highs, stock markets staged...
