Insights

Our latest investment news, stock spotlights and expert opinion.

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19th Dec 2023

Church House helps out those in the local area who are in need of support this Christmas.

News

By Mark Davidson

Fixed Income market analysis - November 2023

28th Nov 2023

Markets are still fixated on the path of rates and after recent data have moved quickly to discount hopes that we have seen the peak in the hiking cycle and terminal rates have been found.

Market Commentary

By Jeremy Wharton

Tenax Absolute Return Fund activity - November 2023

20th Nov 2023

Hopefully, this will be the last time that we show this chart for a while. Inflation has continued to moderate and UK inflation has moved much more in-line with international rates: Returning to Earth (right)...

Portfolio Activity

By James Mahon

UK market analysis - November 2023

8th Nov 2023

Without sounding like a stuck record, the UK markets were yet again led by macroeconomic and geopolitical events over the course of October with little to no input from the markets underlying earnings season.

Market Commentary

By Rory Campbell-Lamerton

UK Equity Growth Fund activity - November 2023

7th Nov 2023

In a market peppered with interest rate-driven volatility and no shortage of individual company profit warnings, autumn 2023 has been a time to keep calm and carry on.

Portfolio Activity

By Fred Mahon

Investment Grade Fixed Interest Fund - Investor Update

7th Nov 2023

Fund Manager and CEO, Jeremy Wharton, updates investors on activity within our Investment Grade Fixed Interest Fund.

Portfolio Activity

By Jeremy Wharton

Economic & Market Background - Autumn 2023

1st Nov 2023

James Mahon outlines the continued economic and political challenges of 2023 but balances this with a reminder of the opportunities it presents.

Viewpoint

By James Mahon

Credit Commentary - Autumn 2023

1st Nov 2023

Church House CEO, Jeremy Wharton, delivers another comprehensive assessment of credit markets across the globe.

Viewpoint

By Jeremy Wharton

Growing team demonstrates confidence in the future

30th Oct 2023

Over the last two months, we have bolstered our client service and client relations teams to ensure we can continue to deliver a high standard of service and meet the growing need for flexible and personal investment solutions.

News

By Mark Davidson

Multi Asset market analysis - October 2023

25th Oct 2023

October saw a number of chickens coming home to roost in the long end of bond markets and the outbreak of a horrendous war in the Middle East darkening the mood.

Market Commentary

By James Mahon

Fixed Income market analysis - October 2023

19th Oct 2023

Geopolitical event risk has risen but appears to be relatively contained from a market perspective.

Market Commentary

By Jeremy Wharton

Tenax Absolute Return Strategies Fund activity - October 2023

18th Oct 2023

The Bank of England’s Monetary Policy Committee (MPC) was split 4/4 over whether to raise the Base Rate at their latest meeting, so it was down to the Governor’s casting vote to hold at 5.25%.

Portfolio Activity

By James Mahon

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