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Our latest investment news, stock spotlights and expert opinion.

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Human Capital Fund Quarterly Report: October 2026 - Building the Next Generation of Compounders

6th Oct 2026

The Human Capital Fund was down 1% over the quarter, as gains made over the early-summer were given back in a market that favoured larger-cap, AI-focused names.

Any

By Anon

Balanced Equity Income: October 2026 - Income, Value and Selective Growth

6th Oct 2026

The portfolio ended the quarter broadly flat, having made steady progress over the summer, but a shift in market sentiment saw the Fund give back its gains during September.

Portfolio Activity

By Craig Elsworth

Esk Global Equity Fund Quarterly Report: October 2026 - Diversifying Through Exceptional Businesses

5th Oct 2026

Esk had a steady quarter, delivering positive returns through what at times were volatile market conditions. It is encouraging to report that performance was driven by a differentiated list of names, some long-term stalwarts of the Fund and some new ideas.

Portfolio Activity

By Fred Mahon

Global Equity Quarterly Review: October 2026: AI, Oil and the Bond Market Warning Light

2nd Oct 2026

After a breathless second quarter, equity markets had a somewhat less eventful end to the summer.

Market Commentary

By Fred Mahon

Church House Smaller Companies Fund Quarterly Review: October 2026 - Stock Picking Drives Strong Returns

2nd Oct 2026

Our UK Smaller Companies fund is up 9.2% YTD, continuing 2026’s positive momentum and performing well against the FTSE AIM All Share which is +2.7% YTD.

Portfolio Activity

By Rose Taylor

The Analyst Report: Tasmea

25th Sep 2026

Tasmea is an Australian-listed provider of specialised services to the mining, resources and industrial sectors

Portfolio Activity

By Rose Taylor

Seismic Moves in Global Bond Markets - September 2026

25th Sep 2026

Seismic has been used to describe the recent moves in Sovereign yields.

Market Commentary

By Jeremy Wharton

Rate Hikes, Rising Yields and Resilient Markets - September 2026

17th Sep 2026

At the start of the year, markets were anticipating that interest rates in the US would be moving lower as the rate of inflation continued to fall.

Market Commentary

By Cranley Macfarlane

Back to School: Markets Face a September Reality Check - September 2026

7th Sep 2026

September is a crucial month for markets, as volumes pick up after the summer and the tone is set for the rest of the financial year.

Market Commentary

By Fred Mahon

Markets Defy Uncertainty as Geopolitical Risks and Fiscal Pressures Intensify - August 2026

26th Aug 2026

The prospect of a near term US Iran deal remains distant, as both sides continue to demand mainly unachievable conditions for peace.

Market Commentary

By Jeremy Wharton

The Analyst Report: Diageo

17th Aug 2026

Diageo’s share price has fallen by over 50% since its peak in 2021, but their Full Year Results and Capital Market Day in early August suggest recovery is on the horizon.

Portfolio Activity

By Rose Taylor

A Journey of Support, Solidarity and Hope

11th Aug 2026

Church House Chairman Michael Bains joins the latest trip organised by the charity Convoy4Ukraine, delivering vehicles and essential supplies.

News

By Mark Davidson

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