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Our latest investment news, stock spotlights and expert opinion.
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27th Jan 2026
James Mahon provides another considered assessment of the global economy and its impact on world stock markets.
Viewpoint
Church House CEO Jeremy Wharton gives his expert commentary on the current position of global credit markets.
21st Jan 2026
Deputy Chief Investment Officer, Cranley Macfarlane provides a commentary on some of the macro themes that are front of mind for investors in the early stages of 2026.
14th Jan 2026
As markets ended the year on a positive note it was pleasing to see Tenax rounding off a strong year with a good final quarter.
Portfolio Activity
13th Jan 2026
We are having a tough time in our UK Smaller Companies Fund.
9th Jan 2026
A solid quarter for the portfolio, which lagged the headline FTSE Higher Yield Index, as oil, tobacco stocks and banks performed strongly.
7th Jan 2026
James Johnsen summarises the Church House Investment Team 2025 market review and outlook for 2026.
We are at risk of sounding like a broken record here, but little changed in terms of the big picture market sentiment over the final quarter of 2025.
6th Jan 2026
2025 was universally a good year for the major global equity indices.
Market Commentary
17th Dec 2025
An innovative approach to investing focused on decentralised, founder-influenced holding companies.
4th Dec 2025
Active managers and monkeys in the doghouse.
2nd Dec 2025
Church House Deputy CIO Cranley Macfarlane shares some reflections on a much-anticipated budget.
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