The Cambridge Weekly – 14 February 2022

Investment climate change Stock markets around the world continued their volatile trading pattern over the past week, although compared with January, trending slightly up rather than down. Bond markets, on the other hand, continued to retreat as yields continued to...

The Cambridge Weekly – 07 February 2022

The Lagarde pivot hits insecure markets We made the case last month that we disagree with the market maxim that “How January goes, so goes the year”, at least for 2022. After a disappointing January for investors (see our January market review), February made a...

The Cambridge Weekly – 31 January 2022

Taper Tantrum 2.0 fears rattle markets The unnerving start to the year escalated last week, with many lay observers attributing market volatility to the rising possibility of war between Russia and Ukraine. But, as outlined in the video market update we posted last...

The Cambridge Weekly – 24 January 2022

A bumpy road to somewhere It has been an all-action year so far. Global equity markets have been in a downward trend since the end of 2021, led by US stocks. America’s mega-cap tech companies that were so loved throughout the pandemic have taken the biggest hit – with...