Cambridge Weekly – 5th October 2020

The Cambridge Weekly Update   A question of time horizons A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and...

Cambridge Weekly – 28th September 2020

The Cambridge Weekly Update A recovery on hold September continues to bite equity markets. Stocks everywhere wobbled again last week and even though they bounced back, the S&P500 is down around 8% in US Dollar terms for the month. UK investors might notice less of...

Cambridge Weekly – 21st September 2020

Taking a step back to look forward Stock markets have stabilised and started trading sideways, in a sign of healthy consolidation following their extraordinary recovery rally since late March. Notably, the darlings of the recovery, namely US large cap tech and growth...