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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…
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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…
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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…
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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,…
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