The Cambridge Weekly – 3 May 2022

Range bound markets – despite the drama Equity markets have been range-bound through the past few weeks, but it does not feel like it. Volatility is at its highest since the nasty period in March 2020, which always raises our perceptions of potential downside. But the...

The Cambridge Weekly – 25 April 2022

Finely balanced Easter week was a bit mixed for investors – and this was not caused by fears that populist Marine Le Pen closing the gap to incumbent French president Emmanuel Macron may have heralded another major political upset in the 2nd and final round of the...

The Cambridge Weekly – 19 April 2022

Easter review and outlook The annual rate of inflation, as measured by the consumer price index (CPI) was reported at 7% in the UK, 8.5% in the US and even Germany recorded 7.3%. These are heights not seen for 40 years and were unsurprisingly front and centre of last...

The Cambridge Weekly – 11 April 2022

Q2 begins with QT top of the agenda Are we entering a period of global equity market consolidation? The chart below shows global equity and UK equity total return indices from the onset of the pandemic to now. In aggregate, global markets have managed a decent enough...