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...

The Cambridge Weekly –8th January 2024

After the party, the hangover The first week of January feeling was eerily reminiscent of one year ago: strikes, endless rain and then everything else that causes the usual January blues. Yet investors in diversified global investment portfolios will get a positive...