by Cambridge Investments | Feb 14, 2024 | Uncategorised
The Cambridge Weekly – 12th February 2024 Are US stocks bubbling up? Last week the US large-cap equity market shook off the rest of the world and marched to yet another new milestone. The S&P 500 traded above 5,000 for the first time on Thursday night. It also...
by Cambridge Investments | Feb 6, 2024 | Uncategorised
Central banks challenge Goldilocks assumptions The first month of the year is behind us and, despite what many expected, returns were positive for most investors (see January’s returns review in a separate article below). Following the initial hangover from last...
by Cambridge Investments | Jan 29, 2024 | Uncategorised
The Cambridge Weekly – 29th January 2024 Positive growth sentiment returns After the bumpy ‘hangover’ start and the volatile two weeks that followed, it looks like investors are finding their feet again, slowly turning January into a far more positive month than many...
by Cambridge Investments | Jan 22, 2024 | Uncategorised
Data versus Davos Last week, global capital markets resumed their volatile path of last year, as the positive sentiment, driven by expectations of an imminent and significant onset of rate cuts, began to wane somewhat. The combination of a distinct slowing in the...
by Cambridge Investments | Jan 15, 2024 | Uncategorised
A bumpy upwards path ahead Every hangover comes to an end, and the equity market’s malaise lasted no longer than usual. After refusing to get out of bed the previous week, last week the markets decided to go to work. Europe recovered the previous week’s losses while...