Church House Investments | Insights, News, Stock Picks and Opinion

Active managers and monkeys no longer in the doghouse?

3rd Mar 2026

In December last year we published an article Active managers and monkeys in the doghouse where we laid out the facts about how narrow global markets had got in 2025, with a rarefied handful of mega-cap Big Tech names having led the market for a remarkably long period of time, leaving the wider list of S&P constituents in their dust.

Market Commentary

Fixed Income Market Analysis - February 2026

23rd Feb 2026

The US Supreme Court voted 6-3 to rule that Trump’s Individual Tariffs implemented by IEEPA emergency powers were illegal.

Market Commentary

Barclays and Wealth Management M&A - Deal or No Deal?

13th Feb 2026

In the past few days, we have had the announcement of NatWest’s £2.7bn acquisition of the wealth management business Evelyn Partners. This was followed by the sale of Schroders, the FTSE100 asset management firm and home of Cazenove Wealth Management, to the US investment management firm, Nuveen, for £9.9bn.

Portfolio Activity

Global Equity Market Analysis - February 2026

2nd Feb 2026

It has been a breathless start to 2026 for investors.

Market Commentary

Economic & Market Background - Winter 2025/26

27th Jan 2026

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

Viewpoint

Credit Market Commentary - Winter 2025/26

27th Jan 2026

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

Viewpoint

The Times They Are A-Changin

21st Jan 2026

Deputy Chief Investment Officer, Cranley Macfarlane provides a commentary on some of the macro themes that are front of mind for investors in the early stages of 2026.

Viewpoint