Insights

Our latest investment news, stock spotlights and expert opinion.

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Credit Market Commentary - Spring 2024

18th Apr 2024

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

Viewpoint

By Jeremy Wharton

Balanced Equity Income Fund Quarterly Report - April 2024

17th Apr 2024

After the mildest of recessions, our economy appears to have returned to a gentle growth path.

Portfolio Activity

By James Mahon

What is your risk tolerance?

8th Apr 2024

Neil Hiscock provides a short guide to help investors better understand what investment risk means to them.

Your Wealth

By Anon

UK Equity Growth Fund activity - April 2024

8th Apr 2024

The Church House UK Equity Growth Fund had an understatedly positive quarter, with no single stocks shooting the lights out. The Fund closed the month +4% versus the FTSE All-Share +2.5%.

Portfolio Activity

By Rory Campbell-Lamerton

Fixed Income market analysis - March 2024

25th Mar 2024

Central Bank policy dominates and it appears that the Bank of Japan has started the beginning of a meaningful hiking cycle (having not hiked for 17 years) by ending NIRP, Yield Curve Control (and buying stock ETFs..), with relatively little fanfare, largely prompted by solid wage inflation.

Market Commentary

By Jeremy Wharton

Markets in a Moment - March 2024

25th Mar 2024

In his latest Markets in a moment, James Johnsen explores the story of the 'Magnificent Seven' and questions if the incredible growth is perhaps coming to an end.

Markets in a Moment

By James Johnsen

Tenax Absolute Return Fund activity - March 2024

22nd Mar 2024

At our recent webinar for the Tenax Fund we showed this longer-term chart of base rates to illustrate quite how steep the recent increases have been, right.

Portfolio Activity

By James Mahon

Arias and Assets

19th Mar 2024

As Church House sponsors the Dorset Opera Festival in its 50th year, we explore the similarities between this amazing art form and the world of investment management.

News

By James Johnsen

UK Equity Growth Fund activity - March 2024

18th Mar 2024

February/March earnings season provided a welcome focus on individual company results in a market that is otherwise fixated on macro (rates) speculation.

Portfolio Activity

By Fred Mahon

Saddling up!

15th Mar 2024

Church House continues its support of Point-to-Point racing across Dorset and Somerset.

News

By Mark Davidson

4-ways to strengthen your investment portfolio

13th Mar 2024

We find ourselves in uncertain times, but Relationship Manager Joe Manners has some strategies for protecting long-term investments.

Your Wealth

By Joseph Manners

Esk Global Equity Fund activity - March 2024

5th Mar 2024

Two months into 2024 and stock markets have, once again, been dominated by the performance of the NASDAQ and, more specifically, by the ‘Magnificent Seven’ and current poster child Nvidia, which reported another set of record-breaking results.

Portfolio Activity

By James Mahon

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