The Cambridge Weekly – 16th March 2020

Notes on a crash: the short, medium and long term Last week will remain in the memories of the investment community for a very long time. Because of the extremely rapid fall from the all-time high that global markets had reached on 19 February, this stock market crash...

Market Update – 12th March 2020

Forced sellers and other distractions Disorderly divestments create confusing market dynamics Last week could be characterised as an “orderly” repricing of equity markets to the consequences of COVID-19 disruptions. This week has seen second-order market...

The Cambridge Weekly – 9th March 2020

Coronavirus market update – ramping up countermeasures can be scary Since our last update a week ago, market dynamics have developed very much along the lines we outlined as our expectation. The US Federal Reserve has taken the lead and lowered US interest rates by...

The Cambridge Weekly – 2nd March 2020

Coronavirus – hitting too close to home World-wide infections may be reducing, but with new cases appearing close by stock markets are now shock markets – ‘keep calm and carry on’ is once again the best motto for prudent investors.  ...