Oakham Wealth Management Ltd

13/03/2026

Market Update - The Rough & The Smooth

US employment (Monthly change in non-farm payrolls (000s))Source: Bureau of Labor Statistics Europe showed signs of stabilisation after a challenging period, while Asia delivered encouraging momentum, particularly in Japan and parts of emerging markets. Inflation, although still above central...

10/09/2025

https://oakhamwealth.com/climbing-the-wall-of-worry/

Combined Effects of the One Big Beautiful Bill Act and Tariffs Annual change in household resources 2025 dollars (2026-2034) Source: The Budget Lab at Yale   However, for many business sectors, the concern over the potential effect of tariffs was offset by Trump’s ‘One Big Beautiful Bill.” Fo...

05/06/2025

Market Update - A Changing World Order

Valuing the US stock market (February 2025) (A high Price / Earnings ratio indicates higher valuation or more expensive market) Price / Earnings Ratio Source: Bloomberg In recent years, capital flows into the US equity market have been somewhat self fulfilling. Although many foreign investors...

07/04/2025

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 to protect domestic industries and to reduce America’s trade...

07/03/2025

Investment Update - Q4 2025

Increasing concentration of the “Magnificent Seven” stocks in the S&P500 At the end of 2024, the Magnificent Seven accounted for more than a third of the S&P 500, and nearly a quarter of the MSCI World Index. Looking ahead, although it is unlikely, it is possible that the Magnificent Seven will....

22/11/2024

https://oakhamwealth.com/uk-budget-and-us-election/

Yields on 10 year bonds Source: Bloomberg The US Presidential Election Following Donald Trump's victory in the 2024 US presidential election, the US dollar strengthened against major currencies and financial markets responded with optimism. The S&P 500, Dow Jones, and Nasdaq, rallied to new...

16/08/2024

FT Adviser: Article on the great wealth transfer
https://www.ftadviser.com/better-business/2024/08/15/advisers-top-three-tips-for-tackling-the-great-wealth-transfer/

The great wealth transfer is estimated to be worth £5.5tn over 30 years, so why is a huge proportion of the advice industry woefully underprepared?

01/08/2024

Market Update - Plain Sailing

UK inflation fell to 2% in the second quarter Source: ONS   In the US, inflation persisted above 3%, while the Eurozone saw inflation fall sufficiently to allow the European Central Bank (ECB) to implement an interest rate cut. However, wage growth and services inflation remained elevated in...

10/05/2024

Market Update - Here comes the sun.

US interest rate (Federal Reserve benchmark rate) Source: Federal Reserve European equities also rallied, with the technology sector once again leading amid the AI driven optimism. The Eurozone economy demonstrated encouraging signs of strength, and inflation continued to fall gradually, albeit...

10/05/2024

Spear's acknowledges the best of the best in the worlds of law, property, wealth management, tax, lifestyle and more. Here they highlight Paul Denley, Spear's recommended HNW wealth manager and founder of Oakham Wealth Management Ltd.

Spears Review - 8th April 2024. Paul Denley, co-founder and CEO at Oakham Wealth Management in London, is more focused on maintaining close relationships with his clients than attracting new ones. Click HERE to read the Spear's LinkedIn post Click HERE to read the Spear's500 Review Next Article

31/01/2024

The S&P 500 has reached record levels while the FTSE 100 is performing well. We explain what this means for investors adding to their portfolios.

21/11/2023

Market Update - Wild Swings!

Share of S&P500 according to size (market capitalisation) (Note: Alphabet = Google, Meta = Facebook, and Nvidia makes computer chips) Source: FT, Refinitiv However, in the third quarter, pessimism returned. Stock markets lost momentum against a background of a weakening global economic outlook...