Economy Archives - Perspective Group

Cambridge Weekly Update – 7th May 2019

Central banks disappoint expectations Last week we wrote that stock markets faced being challenged by the decline of a number of stimulating aspects that had been regularly named as the drivers of the 2019 recovery. The most crucial one being…

7th May 2019

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Cambridge Weekly Update 29th April 2019

Waning market stimuli put stock markets on notice A pleasant Easter break has been followed by new highs for US equity indices. And yet, it has been a less comfortable week for professional investors. The tailwinds blowing the 2019 stock…

29th April 2019

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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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