Cambridge Weekly – 11th January 2021

End points and new beginnings Just like 2020, 2021 has kicked off with rather more lively news flow than many will have hoped for when they gladly said goodbye on New Year’s Eve to what many experienced as a truly annus horribilis. Yet even though events of massive...

Cambridge Weekly – 21st December 2020

Goodbye to all that December usually has a ring of ‘Silent Night’ in the investment world and, in a year where practically all else has changed, at least this has stayed the same. In the UK, news that millions more would be placed under tougher restrictions over the...

Cambridge Weekly – 14th December 2020

A high stakes game of principle chicken This week’s edition was meant to focus on our annual outlook for the coming year, while working under the assumption that the UK and Europe would by now be operating under a ‘skinny’ trade deal that would prevent tariff hurdles...

Cambridge Weekly – 7th December 2020

December concerns over baubles and bubbles As the world faces up to a not-so-jolly Christmas season, it may be surprising to learn that sentiment across the global economy was reported to be quite strong last week. Admittedly, this is mostly driven by strong...

Cambridge Weekly -30th November 2020

Fiscal floundering During a week when global stock markets continued their more gradual upwards trend, government policy was in full focus, but offered little in support. For the UK, it looks like ‘out of the frying pan into the fire’ when official lockdown ends on...