The Cambridge Weekly – 3rd April 2023

by | Apr 3, 2023 | News

Markets put bank stress behind, but challenges remain The first quarter of 2023 is now behind us, and while March ran the whole gamut of emotions for investors,we end the month (and quarter) on a fairly positive and quiet note. For the average UK investor who holds...

The Cambridge Weekly – 27th March 2023

by | Mar 27, 2023 | News

Swiss parochialism backfires March continues to provide investors with the opposite of the ‘steady-as-she-goes’ environment of January and February. News last week of consumer price inflation in the UK rising again, the US Federal Reserve (Fed) and the Bank of England...

The Cambridge Weekly – 20th March 2023

by | Mar 20, 2023 | News

Bank stress testing – live Unease about the state of markets had been palpable since more or less the beginning of the year, as noted repeatedly on these pages over the past months. Following the run on Silicon Valley Bank (SVB) last week, financial system fear...

The Cambridge Weekly – 13th March 2023

by | Mar 13, 2023 | News

Market wrestling For weeks we have been talking of an equity market that is relatively expensive in comparison to bond markets, especially government bond markets. Below is a chart which tracks the dividend yield of the FTSE 100 (calculated from 12-month trailing...