The Cambridge Weekly –5th February 2024

Central banks challenge Goldilocks assumptions The first month of the year is behind us and, despite what many expected, returns were positive for most investors (see January’s returns review in a separate article below). Following the initial hangover from last...

The Cambridge Weekly – 29th January 2024

The Cambridge Weekly – 29th January 2024 Positive growth sentiment returns After the bumpy ‘hangover’ start and the volatile two weeks that followed, it looks like investors are finding their feet again, slowly turning January into a far more positive month than many...

The Cambridge Weekly – 22nd January 2024

Data versus Davos Last week, global capital markets resumed their volatile path of last year, as the positive sentiment, driven by expectations of an imminent and significant onset of rate cuts, began to wane somewhat. The combination of a distinct slowing in the...

The Cambridge Weekly –15th January 2024

A bumpy upwards path ahead Every hangover comes to an end, and the equity market’s malaise lasted no longer than usual. After refusing to get out of bed the previous week, last week the markets decided to go to work. Europe recovered the previous week’s losses while...