The Cambridge Weekly – 10th August 2020

Living with COVID- settling into an interim ‘new normal’ Compared to the rest of 2020, July proved almost uneventful as global capital markets consolidated strong gains made during the previous quarter, with only emerging market equities and gold delivering notable...

The Cambridge Weekly – 27th July 2020

PPE = Politics, Pressure and Economics In this delicate economic and financial environment, the world of politics can have a big impact on capital markets. Last week, we saw both heads of that political beast, with news stories first buoying and then bruising market...

The Cambridge Weekly – 20th July 2020

Discomfort of disappearing safety nets The summer season has started in earnest and yet, unsurprisingly, this year everything feels different. Most of us are relieved restrictions are easing, meaning we can go about our lives more like how we were used to until a few...

The Cambridge Weekly – 13th July 2020

Fast and freewheeling – markets move as economies slow As they have for most of the year, pandemic developments dominated the economic news flow last week. Though restrictions continue to ease here and in Europe, the virus is now spreading at a quickening pace in the...

The Cambridge Weekly – 6th July 2020

H1 2020 offers meaningful lessons So we begin the second half of 2020, leaving behind us two of the most extraordinary calendar quarters in history. But the difference in experience from an investment perspective versus the general public and most of the economy could...

The Cambridge Weekly – 29th June 2020

Support balances increasing strains – for how long? The consolidation in stock markets continues. After a brief sell-off at the beginning of last week, capital markets staged a recovery to leave things almost unchanged from a week ago. All in all, markets are now just...