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Cambridge Weekly Update – 2nd December 2019

Markets are driving the markets – will the economy keep up? It has been another quiet week in capital markets, which may be a surprise given the political shouting about the General Election. As we have written before, the recent…

2nd December 2019

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Cambridge Weekly Update – 25th November 2019

Markets pause for reality check Conventional market wisdom holds that the cold and damp of autumn usually heightens the probability of downside volatility in markets – particularly when the economic outlook is unclear. The last quarter of 2018 was a…

25th November 2019

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Cambridge Weekly Update – 18th November 2019

Swilling cash eases the market mood music As the electoral machine whirrs on here, global capital markets have had a comparatively quiet week. The resurgent optimism of the last few weeks has waned somewhat, without turning around. But the US’s…

18th November 2019

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Cambridge Weekly Update – 11th November 2019

Recession concerns retreat, but growth remains a hope Equity markets were in a good mood this week. That is in no small part due to progress in US-China trade negotiations, in which both sides agreed to the removal of already…

11th November 2019

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Cambridge Weekly Update – 4th November 2019

Crucial October period safely behind October has ended: time to take stock of market and portfolio returns. In general, stock markets nudged up further while government bond yields recovered, eroding some of bonds’ earlier valuation gains. For UK investors however,…

4th November 2019

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Cambridge Weekly Update – 28th October 2019

Slowly turning Another week, another Brexit delay. EU leaders have decided to wait until after the election vote next week before saying how long may be acceptable for another delay. Despite some tough words from France, it seems unlikely they will be…

28th October 2019

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Cambridge Weekly Update – 14th October 2019

Atmospheric improvements It is quite incredible how much market sentiment can swing at the moment on the back of ‘atmospheric’ changes in the political debate. Only last week, we wrote how the political news-flow did not contribute positively to the…

14th October 2019

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