Perspective News Archives - Perspective Group

Spring Statement Summary

It is quite clear that both energy and fuel costs are being adversely affected by foreign affairs, and short‐term measures were introduced to help, with Fuel Duty being cut as well as VAT being removed on energy efficient measures…

7th April 2022

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The Cambridge Weekly – 4 April 2022

Yield curve inversion – no April fool It is the beginning of April, but after living through the events of this quarter, few seem in the mood for the usual April fools’ jokes. While UK consumers braced themselves for a…

4th April 2022

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The Cambridge Weekly – 28 March 2022

Better news is not always good news Another good week for global equities, but a poor one for global bonds. Of course, that hides some disparity in the subsections that make up both markets. In the broadest sense, the US…

28th March 2022

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The Cambridge Weekly – 21 March 2022

Changing tides Last week we reminded portfolio investors of the importance of making sure that long-term investment decision-making is not overly influenced by short-term market fluctuations. Here at Cambridge, we aim to ensure portfolios remain positioned appropriately, and are fine-tuned…

21st March 2022

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Perspective achieves 50th acquisition milestone

Over this time, we have made 18 acquisitions, doubled headcount to 280 staff, added £1.2 billion AUM (now £4.2 billion) and opened seven new local offices, making a total of 21. We have also recruited several senior staff during…

17th March 2022

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The Cambridge Weekly – 14 March 2022

Positioning for the energy price shock Global capital markets continued their wild ride last week, as market participants struggled to gauge by how much would Putin’s barbaric war on Ukraine dismantle their 2022 outlook for the global economy. Wild equity…

14th March 2022

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The Cambridge Weekly – 7 March 2022

A double edged sword During the course of the past week, the impacts of the war on global financial assets changed in nature. Last week, we wrote that minor sanctions were a help for asset prices even if the sanctions…

7th March 2022

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The Cambridge Weekly – 28 February 2022

Back to the past As noted in our update on Friday, the global political theatre that Putin’s invasion of Ukraine brought about marks a paradigm shift that must not be underestimated, and is probably as defining as the opening up…

28th February 2022

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The Cambridge Weekly – 21 February 2022

Investors anxious for storms to blow over Another turbulent week in global stock markets on the back of little in terms of new news, but plenty of speculation of what may lie ahead. At the end of last week, real…

21st February 2022

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The Cambridge Weekly – 14 February 2022

Investment climate change Stock markets around the world continued their volatile trading pattern over the past week, although compared with January, trending slightly up rather than down. Bond markets, on the other hand, continued to retreat as yields continued to…

14th February 2022

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Perspective News - Page 2