The Cambridge Weekly – 2nd March 2020

Coronavirus – hitting too close to home World-wide infections may be reducing, but with new cases appearing close by stock markets are now shock markets – ‘keep calm and carry on’ is once again the best motto for prudent investors.  ...

Cambridge Weekly Update – 26th February 2020

COVID-19 and the reaction of markets to pandemic fears Global equity markets have taken a significant hit this week, as investors started to take news of COVID19 spreading beyond China to the rest of the world more seriously. We thought it would be a good time to...

Cambridge Weekly Update – 24th February 2020

Bubble trouble Compared to last week, there have been few changes to the big picture narrative: Thanks to the virus containment efforts enacted by its government, China’s labour force is only now slowly returning to work following an unusually extended Lunar New Year...

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...