The Cambridge Weekly – 19th July 2021

Earnings vs Delta It has been a quiet week in equity markets. The world’s major stock indices mostly continued their recent holding pattern, awaiting news on where things will go from here. As we have written before, the global transition phase we find ourselves in –...

The Cambridge Weekly – 12th July 2021

Don’t look down Global equities have been on a pretty rapid ascent since the start of the year. Last week the world’s investors had a bout of looking down, and a mild attack of vertigo. This dizziness has been prompted by some reasonable worries. Do we have enough...

The Cambridge Weekly – 5th July 2021

Transition uncertainties The great British summer may have struggled to materialise so far, but the end of the first half of the year always brings an element of sunny optimism. We will comment on market and investment returns in more detail next week, when the data...

The Cambridge Weekly – 28th June 2021

Moderating expectations The seemingly never-ending pandemic-induced restrictions and uncertainty is making the forward planning of summer activities quite precarious and frustrating at times. That capital markets have recently borne fewer surprises than the planning...