Cambridge Weekly Update – 17th February 2020

V-shaped recovery focus for Valentine While investors enjoyed another upbeat week, the world’s medical profession (and the wider public at large) remained in a more troubled state, with concerns increasing after the World Health Organisation officially renamed this...

Cambridge Weekly Update – 10th February 2020

Virus week – not in stock markets January is behind us and what a year it’s already been. Investors have been bounced around from WWIII fears between the US and Iran, the formal Impeachment of the US president and the prospect of a global virus pandemic. Against this...

Cambridge Weekly Update – 3rd February 2020

Headwinds and tailwinds The events of the past few weeks have left some investors wondering whether we are witnessing a rapid deterioration of the erstwhile ‘fair to potentially better than expected’ 2020 outlook. In light of the Chinese Corona virus threat to all...

Cambridge Weekly Update – 27th January 2020

Consolidation ahead? The quiet period of Christmas and New Year has definitely ended. Davos World Economic Forum, Chinese Coronavirus, Q4 earnings season, central bank deliberations, first batch of 2020 business sentiment figures and – you guessed it – the next steps...

Cambridge Weekly Update – 20th January 2020

All central bank liquidity or improved outlook too? Following the brief wobble after the escalation in tensions between the US and Iran, the risk appetite that drove the substantial stock market rally towards the end of last year has returned. With yet another good...