The Cambridge Weekly – 24th May 2021

Market resilience in face of Bitcoin crash Beyond the directly virus-related stories, last week’s news was dominated by cryptocurrency shenanigans and the return of outright war in the Middle East. Cryptos are the “Reality TV” version of markets – hugely fascinating,...

The Cambridge Weekly – 17th May 2021

Market vertigo galore Last week we wrote how the ‘sell in May and go away’ maxim has historically not shown much merit for investors. At the end of last week, some of our readers may have looked back at those sentences ruefully. Markets have certainly lost a bit of...

Q1 Investment Updates

Elizabeth Pfeuti, financial journalist interviews Lothar Mentel to gain his thoughts on the first quarter of 2021, portfolio positioning and performance, as well as both the short and long-term outlook for the economy in a year of recovery. Q1 2021 investment review...

The Cambridge Weekly – 10th May 2021

Sell in May and go away? The traditional stock market adage of ‘sell in May and go away’ is back in vogue again this year, after the first four months of 2021 brought healthy returns to investors with equity exposure. Of course, historic return observations have...