Quarterly Tenax Fund Update

A video update for investment professionals, on our Tenax Absolute Return Strategies Fund, by Fund Managers, James Mahon and Jerry Wharton

In the latest Tenax Q2 2022 update we reviewed the recent performance of the Fund. Fund managers, James Mahon and Jerry Wharton, looked at the impact of rising inflation as well as covering the extensive activity within the Fund this year, provided a market outlook and answered questions from investors.

Asset TV Absolute Return Masterclass December 2021

Covid and inflation are two unwelcome guests who have returned to Western economies and markets, so what does this mean for multi-asset portfolios? Discussing in this Masterclass are:

  • Craig Mackenzie, Head of Strategic Asset Allocation Research, abrdn
  • James Mahon, CIO, Church House
  • Will McIntosh-Whyte, Multi-Asset Fund Manager, Rathbones
  • Philip Chandler, Head of UK Multi-Asset, Schroders

Learning outcomes:

  1. How multi-asset managers are looking to counter the effects of inflation on investor returns
  2. The challenge sustainability regulation is creating for multi-asset funds
  3. The growing influence of China on global financial markets

James Mahon speaks to FundCalibre about why confusion over conviction will lead to bouts of volatility

James Mahon tells FundCalibre why low bond prices have caused more confusion than conviction in the market at the moment – and why he thinks it will result in numerous bouts of volatility.

Topics also include: why the global economy was not prepared for the bottleneck in demand for production and staff availability, resulting in higher than expected inflation figures, the use of floating rate notes as a way of protecting his fund and why the UK is set for a protracted recovery.

To listen to the full podcast interview with FundCalibre's Staci West, please click on the audio player link.

Insights, news and opinion

Keep up to date and read our opinion on key investment topics for the Tenax Absolute Return Strategies Fund.

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Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621
  • s.liddle@church-house.co.uk

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk