Insights

Our latest investment news, stock spotlights and expert opinion.

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Global Equity Market Analysis - January 2026

6th Jan 2026

2025 was universally a good year for the major global equity indices.

Market Commentary

By Fred Mahon

People Are Critical to Business Success

17th Dec 2025

An innovative approach to investing focused on decentralised, founder-influenced holding companies.

Viewpoint

By James Johnsen

Global Equity Market Analysis - December 2025

4th Dec 2025

Active managers and monkeys in the doghouse.

Market Commentary

By Fred Mahon

Autumn Budget 2025

2nd Dec 2025

Church House Deputy CIO Cranley Macfarlane shares some reflections on a much-anticipated budget.

Viewpoint

By Cranley Macfarlane

UK Equity Growth Fund Activity - December 2025

2nd Dec 2025

As Black Friday draws to a close and we look towards Advent, the best value gift out there for those yet to do their festive shopping is still quality growth stocks, and in particular, UK stocks.

Portfolio Activity

By Rory Campbell-Lamerton

Fixed Income Market Analysis - November 2025

24th Nov 2025

By the time this is sent out we will probably know the contents of Rachel Reeves’ Budget.

Market Commentary

By Jeremy Wharton

Global Equity Market Analysis - November 2025

5th Nov 2025

Discover why global equity markets are soaring and what Warren Buffett’s timeless wisdom reveals about today’s investment climate—all in our latest market comment.

Market Commentary

By Fred Mahon

Esk Global Equity Activity - November 2025

4th Nov 2025

Despite the fund being largely unchanged over the period, Fred Mahon covers activities that include bank and tech stocks.

Portfolio Activity

By Fred Mahon

Economic & Market Background - Autumn 2025

28th Oct 2025

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

Viewpoint

By James Mahon

Credit Market Commentary - Autumn 2025

28th Oct 2025

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

Viewpoint

By Jeremy Wharton

Fixed Income Market Analysis - October 2025

22nd Oct 2025

Q3 September M&A and buyout activity was the busiest for years and we are on track for 2025 to be the next biggest since 2021.

Market Commentary

By Jeremy Wharton

New appointments amongst succession planning

10th Oct 2025

A series of personnel changes as part of a strategy for growth.

News

By James Johnsen

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