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,...

Cambridge Weekly Update – 28th October 2019

Slowly turning Another week, another Brexit delay. EU leaders have decided to wait until after the election vote next week before saying how long may be acceptable for another delay. Despite some tough words from France, it seems unlikely they will be so unreasonable...

Cambridge Weekly Update – 14th October 2019

Atmospheric improvements It is quite incredible how much market sentiment can swing at the moment on the back of ‘atmospheric’ changes in the political debate. Only last week, we wrote how the political news-flow did not contribute positively to the short term outlook...

Cambridge Weekly Update – 7th October 2019

Stall speed economy fears spreading Once again, politics took our breath away during this first week of October. Donald Trump appeared to live-stream ever more evidence for his own impeachment, while the UK’s Boris Johnson ricocheted in his Brexit language between...