Economy Archives - Perspective Group

Cambridge Weekly Update 23rd April 2019

Cambridge Weekly Update 23 April 2019 Spring time from here? It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many…

23rd April 2019

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Cambridge Weekly Update – 15th April 2019

Cambridge Weekly 15 April 2019 Brexit in-limbo aside sentiment is improving Even though our prediction that Brexit would neither happen on 29 March nor 12 April has turned into reality, there seems little point in celebrating. Yes, the immediate threat of…

15th April 2019

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Cambridge Weekly Update 8th April 2019

Happy 10th birthday, choppy bull market Frustrating political divisions have drowned out the 10th anniversary of what many have called the most unloved equity bull market in history. Broad based equity market…

8th April 2019

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Cambridge Weekly Update – 1st April 2019

29 March 2019 – quarter end The vexed date has come and gone, as we had suggested, but not quite in the manner we had expected. While the population widely blames Parliament and the political class in general for the Brexit…

1st April 2019

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Cambridge Weekly Update – 25th March 2019

The_Cambridge Weekly Update 25_March_2019 Brinkmanship and extensions Every few months, I spend a few days of the week travelling across the UK with Cambridge’s relationship management team updating regional gatherings of financial advisers. This time around, it was not surprising to find…

25th March 2019

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Cambridge Weekly Update – 18th March 2019

Bits & pieces The febrile state of UK politics and its journalists might get you thinking that the UK markets were expiring as fast as the Brexit deadline. Certainly, there’s been a bit of to-ing and fro-ing in the currency…

18th March 2019

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Cambridge Weekly Update – 4th March 2019

£-Sterling ‘applauds’ prospect of Brexit delay The last week of February was void of significant economic or monetary market drivers, which left global investors to observe the political news-flow. The US President and UK’s Theresa May were therefore quickly identified…

8th March 2019

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Cambridge Weekly Update – 25th February 2019

Progress? We prognosticated in January that we thought it likely that the impossible…

25th February 2019

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Cambridge Weekly Update 18th February 2019

Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it last? Trump undermining…

18th February 2019

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Cambridge Weekly – 11th February 2019

Is 2019’s market recovery beginning to stutter? After one of the worst Decembers for global investors since the Great Depression, followed by the best January since 1987, February has started not too badly for investors. While up overall, the 7th week…

11th February 2019

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