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Cambridge Weekly Update – 15th July 2019

Positioning for a summer of wait and see Cambridge’s investment team held its in-depth investment committee meeting last week, where we reflect on how the economy and capital markets have developed relative to our expectations from previous meetings and what may have…
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Cambridge Weekly Update – 1st July 2019

The tortoise cracks the egg – what’s real diversification? ‘Don’t put all your eggs in one basket’ is a phrase we hear time and time again. Although useful in explaining the concept to clients, it’s not really helpful in explaining…
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Cambridge Weekly Update – 24th June 2019

Battle of the ‘doves’ There were relatively few economic data or corporate announcements this week. The US came within a hair’s breadth of clearly carrying out an act of war against Iran. And the global stocks rose 2.25% during this week, with…
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Cambridge Weekly Update – 3rd June 2019

Bond rally musings It all seemed to make a lot of sense to the media commentators this past week: government bonds rallied and equity markets fell because investors no longer expect a return of meaningful global economic growth during 2019,…
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Cambridge Weekly Update – 20th May 2019

Market support for Trump or unwarranted equanimity? A little over one week into the escalation of the US-China trade wars, stock markets have calmed and even made a partial recovery from last week’s sell-off. Globally, stock markets are now trading around 3.5%…
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