At Cambridge Partners, we follow an evidenced-based approach and design investment portfolios based on academic research. This has led to the development of 10 time-tested investment principles that we employ to improve your odds of success. Our Investment Principles 1. Embrace market pricing The market is an effective information-processing machine. Each day, the world equity […]
10 evidence-based investment principles Read More »
Our consultative wealth management process is designed to set your entire financial house in order and to keep it that way for the rest of your life. Richard Austin, Co-Founder Is Your Financial House in Order? Can you recall the last time you sat down and worked out where you are financially and where you
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On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and other regional banks. Rather than rummaging through your portfolio looking for
When headlines worry you, bank on investment principles Read More »
No economist ever spread a case of COVID. How do I know that? Because nobody ever stands close enough to breathe the same air that we do. We’re modern-day lepers. So, I should have guessed something was up when a stranger approached me to chat recently. They wanted to know whether they should take their
Bank failures & recession: What does it all mean for me? Read More »
Q1: 31 March 2023 Global share markets delivered further positive results in the first quarter, buoyed by a reduction in recession concerns across leading developed markets. That these gains came despite a sharp, but short-lived, elevation in fears across the global banking sector in early March, highlighted a degree of market resilience that was absent
Key Market Movements Read More »
If you’ve had these thoughts, you are not alone. The sudden movement of interest rates is having an impact on society. And perhaps the most significant impact is on new homeowners who purchased their first home or upsized their mortgage on a new home right after COVID when interest rates were at historically low levels.
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Recently, two US banks failed. Silicon Valley Bank and Signature Bank. Silicon Valley Bank was the bank of choice for technology companies in the US. Signature Bank was a regional bank based in New York. This was big news in New Zealand because four New Zealand companies; Rocket Lab ($62m of $789m), Xero ($8.2m of
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Q1 31 March 2023 Following an upbeat end to 2022, investment markets continued to deliver generally positive returns over the first three months of 2023. In an environment where energy costs were falling globally, and the large Chinese economy began to reopen (after their abandonment of strict Covid-19 controls in late 2022), sentiment about the
Economic Commentary Read More »
As Financial Advisers, a common question we are asked, given the current market volatility and high inflation, is whether they would be better off investing in term deposits, given that New Zealand banks are now offering 5.50% – 6.00% per annum for a 12-month term deposit. The answer to this question is that investing in
Should I switch to Term Deposits? Read More »
Lionel Messi coolly placed the ball on the penalty spot. He had every reason to be confident at that moment. After all, he scored 793 goals and supplied 250 assists in his professional career. That’s 72 minutes on average per goal contribution – more than one a game. Nothing in his career would mean more
Why is there no Lionel Messi of managed funds? Read More »
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