The Cambridge Weekly – 14th June 2021

Hazy as Carbis Bay The G7 meeting in St. Ives’ Carbis Bay was rightly the centre of attention in the UK last week and looked to centre on Europe’s leaders cosying up to a much more loveable US administration, at the same time as trying not to mention Brexit too much....

The Cambridge Weekly – 7th June 2021

Going up sideways May’s returns numbers are in, and the headlines are as follows: a rotation from tech to financials – and from value to growth – as well as a bit more downward pressure on bonds. We have included our usual ‘in review’ table and monthly comments below....

The Cambridge Weekly – 1st June 2021

Touch of Goldilocks at the end of May After a strong April, May felt somewhat of a mixed bag for investors, particularly when stock markets suffered a correction in the middle of the month. However, as the month drew to a close, it was mostly only cryptocurrency...

The Cambridge Weekly – 24th May 2021

Market resilience in face of Bitcoin crash Beyond the directly virus-related stories, last week’s news was dominated by cryptocurrency shenanigans and the return of outright war in the Middle East. Cryptos are the “Reality TV” version of markets – hugely fascinating,...

The Cambridge Weekly – 17th May 2021

Market vertigo galore Last week we wrote how the ‘sell in May and go away’ maxim has historically not shown much merit for investors. At the end of last week, some of our readers may have looked back at those sentences ruefully. Markets have certainly lost a bit of...

The Cambridge Weekly – 10th May 2021

Sell in May and go away? The traditional stock market adage of ‘sell in May and go away’ is back in vogue again this year, after the first four months of 2021 brought healthy returns to investors with equity exposure. Of course, historic return observations have...