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Our latest investment news, stock spotlights and expert opinion.
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4th Jan 2024
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.
Portfolio Activity
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:
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.
Market Commentary
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.
Markets in a Moment
19th Dec 2023
Church House helps out those in the local area who are in need of support this Christmas.
News
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.
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)...
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.
7th Nov 2023
Fund Manager and CEO, Jeremy Wharton, updates investors on activity within our Investment Grade Fixed Interest Fund.
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.
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
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