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Our latest investment news, stock spotlights and expert opinion.
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26th Jan 2024
Church House Joint Chief Investment Officer James Mahon explains why 2023 ended much better than expected.
Viewpoint
Church House CEO, Jeremy Wharton, delivers another comprehensive assessment of credit markets across the globe.
17th Jan 2024
Red Panda Eco Shop wins the Church House-sponsored Green/Eco Business of the Year award at the 2024 Sherborne Business Awards.
News
15th Jan 2024
Our UK Smaller Companies Fund weathered a rotten old year for the sector to post a modest gain over the period.
Portfolio Activity
Thin end of December trading exacerbated moves some of which have been retraced. As previously mentioned, it felt that markets had got a little ahead of themselves and we were due some retrenchment of what turned out to be a very strong end to 2023.
Market Commentary
12th Jan 2024
The new year has started well for Church House Portfolio Manager Craig Elsworth, who has passed Level 1 of the prestigious CFA program.
8th Jan 2024
James Johnsen, Head of Private Clients, looks at the opportunities and hazards which may lie ahead for investors in 2024.
Markets in a Moment
4th Jan 2024
After another tumultuous year, though one that ended on a much brighter note, we commence with a look at movements in the Fund’s asset mix over 2023:
The CH UK Equity Growth fund had a much more pleasing quarter, where the ongoing terrible conflict in Israel and Gaza in October gave way later in the quarter to increasing optimism for receding interest rate and inflation risk.
3rd Jan 2024
Markets ended 2023 in fine form led by a strong recovery in bond markets as the view that the central banks are done gained traction.
22nd Dec 2023
As UK inflation at last appears to be falling back towards the Bank’s target we have seen some strong moves across the rate curve.
20th Dec 2023
As the year comes to a close, James Johnsen, Head of Private Clients, reflects on what the experience has been for investors.
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