Oakham News

Market Update - A stormy week in UK markets

Investment Update - A stormy week in UK markets - 30th September 2022 A stormy week in UK financial markets What happened? Last Friday, Kwasi Kwarteng, the new Chancellor of the Exchequer, set out details of his mini budget.  Although…

Market Update - Taming Inflation

Investment Update - Taming Inflation - 1st September 2022 Economic and market overview At the start of the quarter, three elements continued to weigh on market sentiment; there was no indication that the war in Ukraine would end soon,…

Market Update - Inflation Overshoots

Investment Update - Inflation Overshoots - 20th May 2022 Overview The first quarter of 2022 was a volatile period for equity markets.  The ongoing conflict in Ukraine caused extreme uncertainty, although there was some relief toward the…

Vantage Points - The Changing Economics of War and Peace

The Changing Economics of War and Peace If you head to room 18 in the National Gallery you will find a painting by Rubens: Minerva protects Pax from Mars. Painted in 1629, it is dominated by a female figure, Pax (Peace) surrounded by children.…

Market Update - The Crisis In Ukraine

Investment Update - The Crisis In Ukraine - 1st March 2022 The Crisis in Ukraine I am sure you, like we, are watching with disbelief and horror as the events in Ukraine unfold. Our day to day job of making judgements on economics and markets…

Market Update - Dark Skies

Investment Update - Dark Skies - 14th February 2022 Overview Investors experienced mixed results in the fourth quarter of 2021, as equity markets rose in the US, UK, and Europe, but fell in China and were generally weak in the rest of Asia…