by Cambridge Investments | Dec 16, 2019 | Uncategorised
Brightening horizons Cambridge Weekly recipients will have already seen our comment on the election outcome on Friday and so we will not rerun those comments here – please refer to the email from Cambridge Investments Ltd which you should have received shortly after...
by Cambridge Investments | Nov 18, 2019 | Uncategorised
Swilling cash eases the market mood music As the electoral machine whirrs on here, global capital markets have had a comparatively quiet week. The resurgent optimism of the last few weeks has waned somewhat, without turning around. But the US’s S&P 500 is still...
by Cambridge Investments | Nov 11, 2019 | News, Uncategorised
Recession concerns retreat, but growth remains a hope Equity markets were in a good mood this week. That is in no small part due to progress in US-China trade negotiations, in which both sides agreed to the removal of already imposed tariffs in a number of phases....
by Charles Penn | Oct 22, 2019 | News, Uncategorised
Brexit breakthrough versus Brexit fatigue We have witnessed a second week of improving sentiment in global capital markets, with most equity markets trending higher and bond yields continuing their recovery. However, this was nowhere near the euphoria levels that...
by Charles Penn | Apr 23, 2019 | Uncategorised
Spring time from here? It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many market commentators suggesting that the end of this prolonged...
by Charles Penn | Apr 15, 2019 | Uncategorised
Cambridge Weekly Update 15 April 2019 Brexit in-limbo aside, sentiment is improving Even though our prediction that Brexit would neither happen on 29 March nor 12 April has turned into reality, there seems little point in celebrating. Yes, the immediate threat of a...
