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...

The Cambridge Weekly – 4th May 2021

Doubling of earnings leaves markets cold After the previous week’s lull in global equity markets, most regions recovered their previous highs last week, albeit in somewhat lacklustre trading patterns. Just as there were several reasons why markets were in a bad mood...

The Cambridge Weekly – 26th April 2021

‘Risk on’ pauses while the real world keeps accelerating Equity markets finally paused in their upward trend last week, with the most speculative assets like Bitcoin experiencing their first serious setback since February. It was hard to pin the cause on any one...

The Cambridge Weekly – 19th April 2021

New bond news gives green light for equity investors We usually start by summarising equity market action over the course of the past week. Last week, it was developments in the bond markets that may be of more significance for investors, over the fact that equities...

The Cambridge Weekly – 12th April 2021

Bond markets signal economic optimism Following a strong first quarter for equity investors worldwide, the second quarter is off to a good start as well, with most global stock markets already up by a few percentage points. While the sense that stock markets are...