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Our latest investment news, stock spotlights and expert opinion.

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Fixed Income market analysis - December 2022

22nd Dec 2022

Central Banks continue to dominate markets. It remains to be seen how deep recessions that they induce turn out to be, but the UK looks to be in one already possibly along with the Eurozone.

Market Commentary

By Jeremy Wharton

Tenax Absolute Return Strategies Fund activity - December 2022

21st Dec 2022

The shortest, darkest day of the year feels quite appropriate as 2022 draws to a close.

Portfolio Activity

By James Mahon

The Friendship Journal - Episode 5

19th Dec 2022

Now the team has set off our regular updates are coming in the form of their regular journal. Check out our sponsorship page for more photos from the race start.

News

By Mark Davidson

UK Equity Growth Fund activity - December 2022

19th Dec 2022

2022 has been a tough year for investors across all asset classes, and it’s been no different for quality growth focused managers concentrating on the UK. That doesn’t mean that we haven’t kept ourselves busy in and around the portfolio.

Portfolio Activity

By Rory Campbell-Lamerton

Church House supports ‘Contact’ Gala Dinner

15th Dec 2022

Clients of Church House were delighted to be amongst the guests at the recent annual fund-raising event for the charity 'Contact' held at the Guildhall. A substantial sum was raised to support their vital work for families who care for disabled children.

News

By James Johnsen

UK market commentary - December 2022

8th Dec 2022

In the 2005 film Thank You for Smoking our antihero Nick Naylor is a charismatic lobbyist for the tobacco industry. Nick’s best friends (Polly and Bobby) are also lobbyists, pushing the cause for alcohol and firearms respectively.

Market Commentary

By Fred Mahon

Esk Global Equity Fund activity - November 2022

30th Nov 2022

October and November have seen equity markets climb a ‘wall of fear’ as markets edged from the fear of ever more tightening from the Federal Reserve to the hope that we might be nearing the end of the cycle.

Portfolio Activity

By James Mahon

Multi Asset market analysis - November 2022

24th Nov 2022

It feels quite appropriate to be writing this piece on Thanksgiving Day after the timing of our two previous notes at the end of September and October. The rally in stocks and bonds that began in October has carried on through November with a general lightening of the mood.

Market Commentary

By James Mahon

The Friendship Skipper Blog

23rd Nov 2022

With the start date growing ever closer, Jack explains the significance of trade winds on the route they take and shares how they will use satellite communications to stay up to date with actual conditions.

News

By Mark Davidson

Fixed Income market analysis - November 2022

23rd Nov 2022

The October volatility has so far proved to be an inflection point for risk assets. Central Banks have gone a long way down the road to normalise rates and while there is further to go markets have discounted a lot of future moves.

Market Commentary

By Jeremy Wharton

Tenax Absolute Return Strategies Fund activity - November 2022

18th Nov 2022

Our last report on activity in The Tenax Fund on 19th October coincided with the peak in ten-year interest rates in the US and Europe.

Portfolio Activity

By James Mahon

UK Equity Growth Fund activity - November 2022

14th Nov 2022

The three rules of finding quality stocks in the UK amid market turmoil.

Portfolio Activity

By Rory Campbell-Lamerton

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