Cambridge Weekly Update 8th July

Liquidity drives stock markets to new highs – for how long? The highly anticipated meeting between US President Trump and China’s President Xi Jinping at the G20 summit in Osaka came and went – with somewhat of a damp squib outcome compared to some...

Cambridge Weekly Update 10th June 2019

The return of the central bank put? Stock markets rallied on the hope that central banks’ reassuring comments will lead to monetary stimulus once again Are Woodford’s woes the death knell for active management? With deep knowledge of his investment...

Cambridge Weekly Update 28th May 2019

It is getting warmer Unfortunately this headline is not intended to suggest that things are getting better, but rather that Donald Trump’s trade war is heating up. In a way I feel reminded of the Cold War between the US and the USSR in my youth, when the odd skirmish...

Cambridge Weekly 13th May 2019

Geopolitics re-enter market stage Just as markets were trying to prove that they have regained some rational balance when they shrugged off central banks’ rejection of further monetary support, geopolitical tensions returned with vengeance. Perhaps it was naïve of the...

Cambridge Weekly 7th May 2019

Central banks disappoint expectations Last week we wrote that stock markets faced being challenged by the decline of a number of stimulating aspects that had been regularly named as the drivers of the 2019 recovery. The most crucial one being central banks’ assurances...

Cambridge Weekly Update 23rd April 2019

Spring time from here? It is quite incredible how much investor sentiment has changed over the past 4 months. At Christmas, equity markets had suffered a decline from their September highs, which had many market commentators suggesting that the end of this prolonged...