The Cambridge Weekly – 10 January 2022

January déjà vu Although 2021 did not close with another ‘Santa rally’, December – and the year as a whole – generated some pleasing returns for diversified investment portfolios. Compared to 2020 (another strong year in performance terms), equity investors fared...

The Cambridge Weekly – 20 December 2021

Christmas tidings of comfort, if not joy Dear readers, this week’s edition will be the final one for 2021 and we look forward to welcoming you back when we next publish on 10 January 2022. Looking back, the year has exceeded some expectations and underdelivered on...

The Cambridge Weekly – 13 December 2021

The Plan B or not Plan B? That is the question Equity markets bounced strongly on Tuesday. The catalyst was a flip in the coronavirus narrative that went: “the new variant is as contagious as the very first, but much less damaging. It confers some immunity. Triple...

The Cambridge Weekly – 6 December 2021

The pre-Christmas ‘quiz’ that not many want to play As the end of the investing year draws nearer, markets remain on edge, questioning everything that it thought it knew the answers to only very recently. But last week, central bank and government policy, inflation...