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

Economic & Market Background - Autumn 2023

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

Credit Commentary - Autumn 2023

1st Nov 2023

Church House CEO, Jeremy Wharton, delivers another comprehensive assessment of credit markets across the globe.

Viewpoint

Growing team demonstrates confidence in the future

30th Oct 2023

Over the last two months, we have bolstered our client service and client relations teams to ensure we can continue to deliver a high standard of service and meet the growing need for flexible and personal investment solutions.

News

Multi Asset market analysis - October 2023

25th Oct 2023

October saw a number of chickens coming home to roost in the long end of bond markets and the outbreak of a horrendous war in the Middle East darkening the mood.

Market Commentary

Fixed Income market analysis - October 2023

19th Oct 2023

Geopolitical event risk has risen but appears to be relatively contained from a market perspective.

Market Commentary

Tenax Absolute Return Strategies Fund activity - October 2023

18th Oct 2023

The Bank of England’s Monetary Policy Committee (MPC) was split 4/4 over whether to raise the Base Rate at their latest meeting, so it was down to the Governor’s casting vote to hold at 5.25%.

Portfolio Activity

Balanced Equity Income Fund Quarterly Report - October 2023

11th Oct 2023

London stocks were up modestly over the third quarter, mainly thanks to the big oil companies following the oil price higher but, of the leaders, GSK and HSBC also gained along with Glencore and RELX.

Portfolio Activity