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Our latest investment news, stock spotlights and expert opinion.

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Balanced Equity Income Fund Quarterly Review: July 2026 - Benefiting from Easing Inflation Concerns and Market Rotation

6th Jul 2026

It was a pleasing quarter for the portfolio, which rebounded strongly after a difficult prior period driven by fears of a sustained energy price shock.

Portfolio Activity

By Craig Elsworth

UK Smaller Companies Fund Quarterly Review: July 26 - Active Stock Selection Drives Continued Outperformance

6th Jul 2026

The Church House UK Smaller Companies Fund continued its bright start to the year, ending the quarter +6% and year to date +9.9%. For reference the FTSE AIM All-Share TR was +1.6% year to date.

Portfolio Activity

By Rory Campbell-Lamerton

Esk Global Equity Fund Quarterly Report: July 2026 - Diversification in an AI-Driven Market

3rd Jul 2026

In a quarter where markets roared ahead, fuelled by gains in the AI value-chain, Esk also made a positive return.

Portfolio Activity

By Fred Mahon

UK Equity Growth Fund Quarterly Report: July 2026 - Positioning for Opportunity Amid Market Volatility

3rd Jul 2026

The Church House UK Equity Growth fund has had a very busy spring, utilising the market volatility to continue repositioning the portfolio. Over the second quarter, the fund returned 12.3% versus 3.2% for the FTSE 100.

Portfolio Activity

By Fred Mahon

Human Capital Fund Quarterly Report: July 2026 - Backing Exceptional Businesses Beyond the AI Boom

3rd Jul 2026

The Human Capital Fund had a positive second quarter, making up most of its losses seen at the start of the year.

Portfolio Activity

By Fred Mahon

Scream if you want to go faster!

24th Jun 2026

At times the AI arms race seems like the waltzer at a fairground. As the ride spins faster and faster everyone is screaming, some through fear, some through excitement but no one can get off.

Market Commentary

By Cranley Macfarlane

Fixed Income Market Analysis - June 2026: Central Banks, UK Politics and Credit Trends

22nd Jun 2026

The US and Iran have reached a deal apparently to end the war. No one is holding their breath as this is the 40th time Trump has declared ‘peace’.

Market Commentary

By Jeremy Wharton

What Drove UK Equity Fund Performance in May 2026?

16th Jun 2026

Sector rotation, AI profits, and defence exposure explained.

Portfolio Activity

By Rory Campbell-Lamerton

The Analyst Report: Röko

10th Jun 2026

On a recent research trip to Stockholm our meeting with the new CEO of Röko stood out as particularly valuable and reaffirmed our conviction in the company.

Market Commentary

By Rose Taylor

Fixed Income Market Analysis - May 2026

28th May 2026

The Trump Xi summit was meant to have great implications.

Market Commentary

By Jeremy Wharton

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

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