Insights

Our latest investment news, stock spotlights and expert opinion.

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UK Politics Adds Fuel To The Fire - May 2026

21st May 2026

Political uncertainty in the UK comes at an inopportune time, with bond yields rising globally as the disruption in the Gulf continues.

Market Commentary

By Cranley Macfarlane

When Markets Disagree: Why Bonds Aren’t Buying The Equity Rally

7th May 2026

Inflation fears, geopolitical tension and the uneasy calm beneath record stock prices

Portfolio Activity

By Fred Mahon

Economic & Market Background - Spring 2026

1st May 2026

James Mahon provides another considered assessment of the global economy and its impact on world stock markets.

Viewpoint

By James Mahon

Credit Market Commentary - Spring 2026

1st May 2026

Church House CEO Jeremy Wharton gives his expert commentary on the current position of global credit markets.

Viewpoint

By Jeremy Wharton

The Analyst Report: Unilever

30th Apr 2026

Unilever has been under the microscope over the past few weeks following an agreement to combine their food business with McCormick, the US listed spices and seasonings business whose products include French’s mustard and Schwartz’s bread sauce.

Portfolio Activity

By Rose Taylor

Esk Global Equity Fund Activity - April 2026

13th Apr 2026

After a placid second half of 2025, volatility returned to global markets in 2026, defying the consensus “wisdom” of economic forecasters that this would be a steady year of progress and fewer macro surprises.

Portfolio Activity

By Fred Mahon

Global Equity Market Analysis - April 2026

10th Apr 2026

It has been a quarter of increased volatility in equity markets, but one must remember that this is coming from the starting point of markets at all-time highs and buoyant investor sentiment.

Market Commentary

By Fred Mahon

UK Equity Growth Fund Activity - April 2026

9th Apr 2026

The Fund and FTSE 100 started the quarter promisingly before Operation Epic Fury came into play with global markets falling substantially and the FTSE 100 almost entering correction territory (being -9.3% in mid-march) before recovering.

Portfolio Activity

By Rory Campbell-Lamerton

Marcus Brooks joins as a Regional Director

8th Apr 2026

Church House announces the first of a series of appointments to grow our presence in the North of England and Scotland.

News

By James Johnsen

The Analyst Report: Nemetschek

27th Mar 2026

Nemetschek is a German company which develops and distributes software used in architecture, engineering and construction.

Viewpoint

By Rose Taylor

Hedge-Laying and The Art of Long-Term Investment

23rd Mar 2026

Drawing on the ancient craft of hedge-laying, James Johnsen reflects on the parallels between careful countryside stewardship and the principles of long-term investment management.

News

By James Johnsen

UK Fixed Income Market Analysis - March 2026

23rd Mar 2026

The Trump attack upon Iran swept away any forecasts of 2026 being a rerun of 2025.

Market Commentary

By Jeremy Wharton

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