Insights

Our latest investment news, stock spotlights and expert opinion.

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Markets in a Moment - April 2024

24th Apr 2024

The Japanese Market - Finally reached escape velocity or still a victim of the country’s historic deflationary doom-loop? James Johnsen explores the current picture for this important global market.

Markets in a Moment

By James Johnsen

Tenax Absolute Return Strategies Fund activity - April 2024

24th Apr 2024

We expect UK inflation to continue to moderate as we head into the summer and that this will allow the Bank of England to begin a reduction in the Base Rate, probably in June.

Portfolio Activity

By James Mahon

Military veteran becomes Para-Bobsleigh World Cup winner

22nd Apr 2024

This is another amazing chapter in the remarkable story of the Church House-sponsored Corie Map.

News

By Mark Davidson

Investment Grade Fixed Interest Fund activity - April 2024

18th Apr 2024

The UK’s recession appears to have been as shallow as hoped and activity has regained some momentum in the first quarter.

Portfolio Activity

By Jeremy Wharton

Economic & Market Background - Spring 2024

18th Apr 2024

Church House Joint Chief Investment Officer, James Mahon reflects on what we have seen since the start of 2024.

Viewpoint

By James Mahon

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

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

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

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

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