The Cambridge Weekly – 29th March 2021

by | Mar 29, 2021 | News

Moving on – towards a post pandemic world It has been another week of markets feeling on edge, without going anywhere. Markets seem to have caught a bit of worry about the passage of growth, oddly just as the wider populace gets more confident and the recent headwind...

The Cambridge Weekly – 22nd March 2021

by | Mar 22, 2021 | News

Tug of war – bonds vs. equities This week marks the anniversary of the turning point of the 2020 COVID stock market crash. Investors looking at their one-year portfolio returns may well be astonished to find double-digit return figures, ranging from around 15% for...

The Cambridge Weekly – 15th March 2021

by | Mar 15, 2021 | News

Recalibrations Stock markets around the world have had another choppy week, but this time there was more up than down across the board and bonds yields stopped their upwards trend – at least for a while. The general upward trend notwithstanding, there was a lot of...

The Cambridge Weekly – 8th March 2021

by | Mar 8, 2021 | News

Stock markets are finding they cannot have it both ways Another week of bond market price falls has pushed ten-year government bond yields upwards everywhere except Japan. The US ten-year yield experienced the biggest rise of the developed world, up almost 20 basis...

The Cambridge Weekly – 1st March 2021

by | Mar 1, 2021 | News

Earnings look set to stabilise wobbling markets Last year, equity markets started to wobble around this time. For example, on 19 February 2020, the NASDAQ 100 closed at an all-time high of 9718.73 before sliding back as the far-reaching implications of the pandemic...