Investment Outlook – First Quarter of 2018 After peaking in January, equity markets fell and became more volatile in the first quarter of 2018. The fall in markets can be attributed to three main areas of concern; the tech industry, trade protectionism, and slower global growth. – The technology sector drove the equity market sell-off, […]
Why this boutique rejected purchased growth for partnerships By Selin Bucak, Citywire Wealth Manager, 26 April 2018 Is it better to ‘take the quantum leap’ to buy a business or focus on building it organically, one step at a time? This was the question Paul Denley, chief executive officer of Oakham Wealth Management, had in […]
Resources: Videos related to the industry, investment and economics. See more interesting videos on Oakham’s YouTube Channel: YouTube Why Behavioural Psychology is Important in Investing: Sir John Templeton stated that “It is impossible to produce superior performance unless you do something different from the majority” – James Montier explains how. Videos from Thought Leaders: Warren […]
Turbulence Returns Equity markets have been far too well behaved over the last few years, and it was only a matter of time before waves of turbulence returned to the mill pond. As usual, the media is buzzing with explanations of the pullback, but markets often don’t need a good reason, nor is there much […]
Investment Outlook 2017 was another year of political shenanigans, from the ill-advised UK election, continued uncertainty related to Brexit, and Trump’s squabbles with almost everyone (both sides of Congress, North Korea, and others). These headlines generated a lot of noise, but with hindsight it is clear that there was very little change of any significance. […]
Wealth Managers reveal their top stock picks By Eleanor Mahmoud, Citywire Wealth Manager, 26 January 2018 DIAGEO (DGE.L) ‘We invest primarily in funds, but one stock I would highlight is Diageo. The shares cannot be considered cheap at over 22x forward earnings, but strong growth is set to continue in emerging markets, where the aspirational middle class […]
SCD rebrands to Oakham Wealth Management amid plans to widen distribution Strategic partnership with Ventre and Zagame Natalie Kenway 15th December 2017 SCD&Co, the wealth management business that has set up a strategic partnership with John Ventre and François Zagamé for their new venture KallCap Solutions, is set to rebrand to Oakham Wealth Management as it […]
We are not in the habit of being irrationally optimistic, or bullish, given the unpredictable nature of investing and the world in general. However, despite the relatively chaotic political backdrop which the west has experienced over the last year, the health of the global economy has gradually improved. Although the UK has retreated from a […]
Over the last 12 months, political events around the globe have certainly given us all plenty to think about. The UK election was triggered, supposedly, to encourage stability and promote certainty, but evidently the very opposite outcome has occurred. Thankfully, from an economic perspective at least, a weak government doesn’t necessarily mean weak growth. In […]
2016, a year of surprises 2016 was a year of political change and uncertainty. The UK’s decision to leave the European Union and the US election of Donald Trump were certainly unexpected events, but it was perhaps more surprising that equity markets eventually reacted positively in both cases. Twice in 2016 we saw a dramatic […]
English
German
French
Spanish