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Cambridge Weekly Update – 24th September 2019

Diverging economic trends – catalyst for trade war resolution? We know from conversations with some of our portfolio investors and financial advisers that the investing UK public is currently almost entirely focused on every twist and turn of the Brexit drama. However,…
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Cambridge Weekly Update – 16th September 2019

Market sentiment rebound Last week, we wrote that equity markets would need to see an improvement in global economic growth if they were to move higher. So, it was typical commentator’s curse that this week saw a rise in equities all over…
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Cambridge Weekly Update – 9th September 2019

Choppy water but no storm, yet The week has, yet again, felt tumultuous. The government’s Brexit strategy has been halted in its tracks by a miscalculation of the official opposition and internal Conservative Party opposition. Many commentators were also confounded, and we…
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Cambridge Weekly Update – 2nd September 2019

Fattening ‘tails’ It does not happen often that market-moving news emerges after we have finished writing The Cambridge Weekly. Last week proved to be an exception. Having just commented on how politics and the prospect of fiscal easing by US…
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Cambridge Weekly Update – 27th August 2019

Populism politics reversing austerity? Following last week’s excitement over the yield curve inversions in the US and UK – which have been powerful recession predictors in the past – this week saw the return of calmer capital markets. World stock markets have…
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Cambridge Weekly Update – 19th August 2019

Market spat between bond and equity markets Last week, we suggested that the recent market pullback (down, then up to almost recovered) is unlikely to be the end of this bout of market volatility. Sure enough, markets became even more…
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Cambridge Weekly – 12th August 2019

Bond markets unnerve equity markets – again We have repeatedly commented on these pages that the good mood in asset markets this year is more to do with central bank policy than a positive backdrop of the real economy. With…
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