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Cambridge Weekly Update 18th February 2019

Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it last? Trump undermining…
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Cambridge Weekly – 11th February 2019

Is 2019’s market recovery beginning to stutter? After one of the worst Decembers for global investors since the Great Depression, followed by the best January since 1987, February has started not too badly for investors. While up overall, the 7th week…
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Cambridge Weekly Update – 21st January 2019

Markets looking ahead The New Year’s stock market recovery rally we wrote about last week has continued, to the surprise of many who are observing unprecedented political shambles on either side of the Atlantic. The UK appeared to be descending into political…
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Cambridge Weekly 14 January 2019

Substantial but fragile New Year recovery While the UK public were stunned and distracted by the live constitutional drama between parliament and government over Brexit, equity markets continued their New Year’s recovery rally. Since the pre-Christmas lows, Global stock markets…
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The Cambridge Weekly – 7 January 2019

Britain in 2019: What the economists say Economists’ expectations for Britain in 2019 are in, and they don’t look good. This week, a survey conducted by the Financial Times of leading economists showed they expect Brexit uncertainties to cripple business investment and…
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The Cambridge Weekly – 24th December 2018

Fed tightens, market falls and economy keeps on going We wrote about our outlook for 2019 last week. After that slightly lengthy read, we thought a shorter note discussing what has caused market behaviour would be helpful. So, this week all eyes…
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