The Cambridge Weekly – 12th July 2021

Don’t look down Global equities have been on a pretty rapid ascent since the start of the year. Last week the world’s investors had a bout of looking down, and a mild attack of vertigo. This dizziness has been prompted by some reasonable worries. Do we have enough...

The Cambridge Weekly – 5th July 2021

Transition uncertainties The great British summer may have struggled to materialise so far, but the end of the first half of the year always brings an element of sunny optimism. We will comment on market and investment returns in more detail next week, when the data...

The Cambridge Weekly – 28th June 2021

Moderating expectations The seemingly never-ending pandemic-induced restrictions and uncertainty is making the forward planning of summer activities quite precarious and frustrating at times. That capital markets have recently borne fewer surprises than the planning...

The Cambridge Weekly – 21st June 2021

Investors try to make sense of the Fed’s ‘dot-plot’ The biggest event of the week took place on Wednesday, as the US Federal Reserve (Fed) concluded its two-day Federal Open Markets Committee (FOMC) meeting, where it discussed economy policy and its latest projections...