The Cambridge Weekly –8th January 2024

After the party, the hangover The first week of January feeling was eerily reminiscent of one year ago: strikes, endless rain and then everything else that causes the usual January blues. Yet investors in diversified global investment portfolios will get a positive...

The Cambridge Weekly – 18th December 2023

Central bank elves boost 2023 Santa rally This edition of the Cambridge Weekly presents our outlook for 2024, which we compiled over the past two weeks. Inevitably, much of what we write depends on the starting point and this past week has moved that starting point...

The Cambridge Weekly – 1th December 2023

A bit of a downer We review November’s cheery asset performance below. Early December is also currently on a positive track and trading volumes have been higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors....

The Cambridge Weekly – 4th December 2023

Price shock reversal November brought investors the opposite of October and turned most portfolio returns into positive mid single-digit numbers for the year. As we have written here over the past weeks, the distinct turn in sentiment that drove markets in November...