The Cambridge Weekly – 23 May 2022

Talking recession to fight inflation It has been another rocky ride week for capital markets, with inflation talk increasingly turning into chatter of an ‘inevitable’ recession, prompting the most recent cohort of DIY retail investors to throw in the towel. However,...

The Cambridge Weekly – 16 May 2022

Bear market fear as another tech bubble deflates To some investors it will seem the old investor adage of ‘Sell in May and go away’ has once again proven correct, especially when the US S&P500 fell within touching distance of that bear market threshold of -20%...

The Cambridge Weekly – 9 May 2022

Market noise is almost deafening The last week of April was like being on a roller coaster. We had rather hoped that the ride was almost over, but in fact it’s only been getting wilder. For the past five weeks, the asset markets have been displaying greater...

The Cambridge Weekly – 3 May 2022

Range bound markets – despite the drama Equity markets have been range-bound through the past few weeks, but it does not feel like it. Volatility is at its highest since the nasty period in March 2020, which always raises our perceptions of potential downside. But the...