Cambridge Weekly – 14th December 2020

A high stakes game of principle chicken This week’s edition was meant to focus on our annual outlook for the coming year, while working under the assumption that the UK and Europe would by now be operating under a ‘skinny’ trade deal that would prevent tariff hurdles...

Cambridge Weekly – 5th October 2020

The Cambridge Weekly Update   A question of time horizons A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and...

Cambridge Weekly – 14th September 2020

Frictions and contradictions September has ended what now feels like a ‘goldilocks’ summer for investors, and political, societal and capital market frictions have returned to the stage with a bang. However, the fact that stock markets have not simply plunged on bad...