The Cambridge Weekly –25th March 2024

Stick to the plan The northern hemisphere has now entered the brighter half of the year, the days getting longer, lighter and warmer. Financial markets are also brightening. The past week has been good across the global board for equities and bonds. The most obvious...

The Cambridge Weekly –4th March 2024

Winners and losers of stabilising yields We ended February and started March with a week of positive price action in equities, although the US mega-caps did less well generally, while bond markets were rather stable. Indeed, we think stable bond markets – pretty much...

The Cambridge Weekly –26th February 2024

M&A activity sets growth against value Equities have moved higher again this past week, with gains made across global markets. Even China put in another week of positive returns, following the largest ever cut to the five-year housing loan prime rate (admittedly...