by Cambridge Investments | Apr 1, 2019 | Uncategorised
29 March 2019 – quarter end The vexed date has come and gone, as we had suggested, but not quite in the manner we had expected. While the population widely blames Parliament and the political class in general for the Brexit execution debacle, MPs are just as divided...
by Charles Penn | Mar 25, 2019 | Uncategorised
Read the full report here. Brinkmanship and extensions Every few months, I spend a few days of the week travelling across the UK with Cambridge’s relationship management team updating regional gatherings of financial advisers. This time around, it was not surprising...
by Cambridge Investments | Nov 5, 2018 | Uncategorised
Complicated picture suggests taking a step back The global equity market sell-off calmed this week, even though the predicted bounce back petered out sooner than most had expected with selling pressures already returning mid-week. This left stock markets roughly where...
by Adam_Cargo | Oct 15, 2018 | Uncategorised
Autopsy of a stock market sell-off Last week, we wondered why stock markets had not reacted more negatively to the latest upward wave of bond yields, when this had led to a formidable stock market correction back in February. As it turned out over the course of this...
by Cambridge Investments | Oct 10, 2018 | Uncategorised
Bond market sell-off surprise Having written only last week that Trump’s trade wars may prove a bizarrely supportive factor towards safely unwinding overvalued bond markets, I feel as if I provoked bond markets to prove me wrong. Amongst the other news stories, bond...
by Cambridge Investments | Oct 3, 2018 | Uncategorised
Poor politics containing bond market risks? As September and Q3/2018 drew to a close, investors enjoyed a second consecutive week of positive returns, ending the period not only with positive returns overall, but also in an uptrend. End of an era for the Fed The era...
