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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,…
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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%…
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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…
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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…
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