by Cambridge Investments | May 19, 2021 | Uncategorised
In this market update, Lothar Mentel, lead investment adviser to Cambridge, discusses the equity sell off, the real risk of inflation, contagion into ‘real’ markets of crypto currency volatility and the indicators to watch going forward.
by Cambridge Investments | May 11, 2021 | Uncategorised
Elizabeth Pfeuti, financial journalist interviews Lothar Mentel to gain his thoughts on the first quarter of 2021, portfolio positioning and performance, as well as both the short and long-term outlook for the economy in a year of recovery. Q1 2021 investment review...
by Cambridge Investments | Apr 20, 2021 | Uncategorised
In this investment update, we are pleased to discuss why a fall in bond yields is good news for equities.
by Cambridge Investments | Mar 12, 2021 | Uncategorised
In this latest update from Cambridge, Lothar Mentel discusses the bond markets and latest government stimulus measures
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...