Oakham News

Climbing

Market Update - Climbing the wall of worry

Investment Update - 1st May 2025 Market Overview The second quarter of 2025 provided investors with a vivid illustration of markets' ability to "climb a wall of worry."  Despite a geopolitical landscape characterised by some of the…

Market Update - A Changing World Order

Investment Update - 1st May 2025 A Changing World Order The first quarter of 2025 will be remembered as a period of profound transition.  In global markets, the old certainties of US market leadership were upended, and the need for…

Market Update - Trump's Tariffs

Investment Update - 7th April 2025   Liberation Day - Trump’s Tariff Offensive On Wednesday last week, US President Trump announced a range of tariffs aimed at trading partners across the globe.  The tariffs are supposedly intended…

Market Update - Fourth Quarter 2024

Investment Update - 28th February 2024 The UK Autumn Budget Considering the final quarter of 2024, and the year as a whole, one theme stands out: the remarkable resilience of financial markets in the face of significant headwinds.  A widely…

Market Update - The US Election & The UK Autumn Budget

Investment Update - 6th November 2024 The UK Autumn Budget The impact of the chancellor's budget on individuals' and companies' taxes has been well documented, and necessitates careful planning.  In terms of financial markets, although…

Market Update - Where Next?

Investment Update - 31st October 2024 Market Overview The third quarter of 2024 saw dramatic swings in markets but ultimately ended the period with positive performance across most asset classes, with both global equities and fixed income…