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Cambridge Weekly Update – 10th June 2019

The return of the central bank put? Stock markets rallied on the hope that central banks’ reassuring comments will lead to monetary stimulus once again Are Woodford’s woes the death knell for active management? With deep knowledge of his…

10th June 2019

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Cambridge Weekly Update – 3rd June 2019

Bond rally musings It all seemed to make a lot of sense to the media commentators this past week: government bonds rallied and equity markets fell because investors no longer expect a return of meaningful global economic growth during 2019,…

3rd June 2019

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Cambridge Weekly Update – 28th May 2019

It is getting warmer Unfortunately this headline is not intended to suggest that things are getting better, but rather that Donald Trump’s trade war is heating up. In a way I feel reminded of the Cold War between the US and the…

28th May 2019

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Cambridge Weekly Update – 20th May 2019

Market support for Trump or unwarranted equanimity? A little over one week into the escalation of the US-China trade wars, stock markets have calmed and even made a partial recovery from last week’s sell-off. Globally, stock markets are now trading around 3.5%…

20th May 2019

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Perspective opens its first London office

Perspective Financial Group Ltd, the widely respected and progressive national financial planning and wealth management Group, today announces the opening of its first London office. The Group has acquired Thornton Springer Financial Services…

13th May 2019

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Cambridge Weekly Update – 13th May 2019

Geopolitics re-enter market stage Just as markets were trying to prove that they have regained some rational balance when they shrugged off central banks’ rejection of further monetary support, geopolitical tensions returned with vengeance. Perhaps it was naïve of the…

13th May 2019

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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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