Economy Archives - Perspective Group

Cambridge Weekly – 14th December 2020

A high stakes game of principle chicken This week’s edition was meant to focus on our annual outlook for the coming year, while working under the assumption that the UK and Europe would by now be operating under a ‘skinny’…

14th December 2020

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Cambridge Weekly – 7th December 2020

December concerns over baubles and bubbles As the world faces up to a not-so-jolly Christmas season, it may be surprising to learn that sentiment across the global economy was reported to be quite strong last week. Admittedly, this is mostly…

7th December 2020

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Cambridge Weekly – 30th November 2020

Fiscal floundering During a week when global stock markets continued their more gradual upwards trend, government policy was in full focus, but offered little in support. For the UK, it looks like ‘out of the frying pan into the fire’…

30th November 2020

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Cambridge Weekly 23rd November 2020

More tunnel before the light The November rally in stock markets finally petered out last week as it felt as if ‘November finally got the memo about 2020’. This was despite further positive vaccine news that bolstered optimism for next year. Last…

23rd November 2020

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Cambridge Weekly 16th November 2020

Change is in the air. Investors have enjoyed another very good week. Optimism had already returned the previous week, with the US election eventually delivering a clear verdict. Last week then brought the news that literally everybody had been…

16th November 2020

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Cambridge Weekly – 9th November 2020

Looking beyond the obvious We wrote only last week that markets hate uncertainty. Given that equity, bond and commodity markets were all quite a lot stronger at the end of the week, many investors must have gained clarity, if not…

9th November 2020

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Cambridge Weekly – 2nd November 2020

Unsettled week ahead – or behind? In the first article of The Cambridge Weekly we normally discuss the relevance of the weekly news flow for the development of our longer-term picture for our investors. Usually, our conclusion is that the…

2nd November 2020

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What does the Bank of Mum and Dad need to consider?

With house prices still beyond the reach of many, the Bank of Mum and Dad (or BOMAD) is often being asked to step in on a regular basis to help their adult children with their financial commitments. There is…

28th October 2020

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Cambridge Weekly – 26th October 2020

Sunlit uplands or COVID gorge? Halloween is around the corner and markets had plenty to frighten them last week. Across Europe, the second wave of infections has risen higher than the first. While new lockdown measures are less stringent this…

26th October 2020

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Cambridge Weekly – 19th October 2020

Watching and waiting A noticeable winter chill is in the air. The threat of fresh lockdown measures has become reality, with renewed restrictions coming into force not just in the UK, but across most of continental Europe as well. But unfortunately, the…

19th October 2020

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