Oakham News

Market Update - U-turn

Investment Update - 1st December 2022 So far, 2022 has been a difficult year for investors. Inflation and the impact of the war in Ukraine remain key concerns, and the need to raise interest rates at a time of slowing economic activity increases…

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…