by Charles Penn | Apr 23, 2019 | News
Brinkmanship and extensions Every few months, I spend a few days of the week travelling across the UK with Cambridge’s relationship management team updating regional gatherings of financial advisers. This time around, it was not surprising to find most of the...
by Charles Penn | Apr 23, 2019 | News
Bits & pieces The febrile state of UK politics and its journalists might get you thinking that the UK markets were expiring as fast as the Brexit deadline. Certainly, there’s been a bit of to-ing and fro-ing in the currency market although the moves were miniscule...
by Charles Penn | Apr 23, 2019 | News
ECB stimulus U-turn leaves markets unimpressed Last week, we wrote about the impressive 25% market recovery the Chinese stock market had witnessed since the beginning of the year. This week, the Chinese leadership demonstrated that it dislikes stock market exuberance...
by Charles Penn | Apr 23, 2019 | News
£-Sterling ‘applauds’ prospect of Brexit delay The last week of February was void of significant economic or monetary market drivers, which left global investors to observe the political news-flow. The US President and UK’s Theresa May were therefore quickly...
by Charles Penn | Apr 23, 2019 | News
Progress? We prognosticated in January that we thought it likely that the impossible US President Trump would reach a trade deal with China before the hapless UK prime minister would achieve a constructive divorce settlement with the EU. This week both issues appeared...
by Charles Penn | Apr 23, 2019 | News
Investment perspectives for different Brexit outcomes As the market recovery resumes, Trump and Brexit will determine its longevity Corporate earnings: Sunny first, potential for drizzle later Corporate earnings growth is underpinning the ongoing recovery, but can it...
