The Cambridge Weekly – 5th September 2022

Waiting for policy action The summer is nearing its end and with it the return of the more typical English late summer climes. It may feel as if markets have taken a hint with their 5-day downdraft until last Thursday, although most outsiders will look at last week’s...

The Cambridge Weekly – 30th August 2022

Delicate equilibrium All eyes were on the world’s central bankers last week, who were guests of the US Federal Reserve (Fed) at its annual conference in Jackson Hole, Wyoming. Markets were particularly eager to hear what Fed chair Jay Powell had to say – hoping that...

The Cambridge Weekly – 22nd August 2022

Will a new PM be good news for investors? Here at Cambridge, we rarely talk about UK politics in our deliberations on markets. That’s not because we’re not interested. Rather, it is because domestic politics have less of an effect on the broader global assets that we...

The Cambridge Weekly – 15th August 2022

Fear of missing out Investors are feeling FOMO: the “fear of missing out” once again. Last week was a continuation of the trend from the start of July – which has seen a significant boost to both bond and equity markets. Curiously, the good feeling among investors...