Church House Investments | Insights, News, Stock Picks and Opinion

Economic & Market Background - Autumn 2024

4th Nov 2024

James Mahon concludes that despite geopolitical and other concerns, there are positives for investors, including interest rates peaking in the UK and a likely 'soft landing' for the US economy.

Viewpoint

Credit Market Commentary - Autumn 2024

28th Oct 2024

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

Viewpoint

Balanced Equity Income Fund Quarterly Report - October 2024

23rd Oct 2024

In a reversal of recent trends, UK small and mid-capitalisation companies outperformed the FTSE 100 Index over the period.

Portfolio Activity

Fixed Income market analysis - October 2024

21st Oct 2024

As the Middle East appears to be getting worse markets still appear to construe the situation as localised.

Market Commentary

UK Smaller Companies Fund activity - October 2024

11th Oct 2024

The Church House UK Smaller Companies fund maintained its momentum throughout the summer quarter and used the August volatility to add to a few positions and initiate in a new one.

Portfolio Activity

How Parents Can Prepare for VAT on School Fees

1st Oct 2024

James Johnsen explores how parents with children at private schools might manage the new VAT charge.

Your Wealth

Multi Asset market analysis - September 2024

30th Sep 2024

As the third quarter draws to a close, international equity indices are hitting new highs despite a serious escalation of the conflict in the Middle East and an imminent US Presidential Election, which appears to hang in the balance.

Market Commentary

Fixed Income market analysis - September 2024

26th Sep 2024

Rising geopolitical tensions, especially an escalation of conflict in the Middle East, have so far failed to rattle markets.

Market Commentary

UK Equity Growth Fund activity - September 2024

23rd Sep 2024

The Church House UK Equity Growth portfolio had a busy end to summer as the market, although ending the period broadly flat, had a very chaotic middle two weeks in August as Nvidia market dominance and Yen carry-trade fears caused panic.

Portfolio Activity

UK market analysis - September 2024

17th Sep 2024

August was quite a month for the markets, kicking off with a meltdown that gave way to a very (regular) seasonal slowdown in the latter few weeks.

Market Commentary

Plan for the worst, hope for the best

12th Sep 2024

James Johnsen shares his thoughts ahead of the Autumn budget, which the new Labour government suggests could be "painful".

Viewpoint

Fixed Income market analysis - August 2024

19th Aug 2024

A couple of weak data prints, a rate hike from the BOJ causing the Yen to jump and Japanese stocks to crater, along with rotation out of some of the tech stock froth all combined to deliver some sharp summer volatility as the market threw a tantrum.

Market Commentary

Insights