Economy Archives - Perspective Group

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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Cambridge Weekly Update – 4th February 2019

Turnaround? The first month of 2019 is over already and the new year has brought quite a remarkable turnaround for investors compared to the last month of 2018. Global equity markets have recovered to the tune of 7%, but most…

4th February 2019

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Cambridge Weekly Update – 28th January 2019

Market absurdities The continued stock market recovery is not as absurd as it may appear in light of deteriorating economic news flow if the bulk of last year’s sell-off was driven by overly tight global liquidity Europe struggles to find its…

28th January 2019

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Cambridge Weekly Update – 21st January 2019

Markets looking ahead The New Year’s stock market recovery rally we wrote about last week has continued, to the surprise of many who are observing unprecedented political shambles on either side of the Atlantic. The UK appeared to be descending into political…

21st January 2019

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Cambridge Weekly 14 January 2019

Substantial but fragile New Year recovery While the UK public were stunned and distracted by the live constitutional drama between parliament and government over Brexit, equity markets continued their New Year’s recovery rally. Since the pre-Christmas lows, Global stock markets…

17th January 2019

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The Cambridge Weekly – 7 January 2019

Britain in 2019: What the economists say Economists’ expectations for Britain in 2019 are in, and they don’t look good. This week, a survey conducted by the Financial Times of leading economists showed they expect Brexit uncertainties to cripple business investment and…

7th January 2019

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