Insights

Our latest investment news, stock spotlights and expert opinion.

Filter by topic:

Filter by fund:

Markets in a Moment - January 2025

14th Jan 2025

James Johnsen reflects on the end of 2024 before sharing some thoughts on what to expect from the year ahead

Markets in a Moment

By James Johnsen

Esk Global Equity Fund activity - January 2025

6th Jan 2025

A brief bout of volatility returned to global markets in December on the back of a ‘hawkish cut’ of 25bp from the Federal Reserve, accompanied by commentary from various FOMC members lowering expectations for the number of further rate cuts during 2025.

Portfolio Activity

By Fred Mahon

Multi Asset market analysis - January 2025

2nd Jan 2025

2024 certainly had its moments, now we head into the first year of a second term for Donald Trump, and this time he appears to have control of the legislature as well.

Market Commentary

By James Mahon

Fixed Income market analysis - December 2024

23rd Dec 2024

As Trump gets nearer to taking complete power the shape of his government and extent of his policies becomes clearer.

Market Commentary

By Jeremy Wharton

UK Equity Growth Fund activity - December 2024

10th Dec 2024

The Church House UK Equity Growth Fund has had a steady few months, weathering the US election and its results (Trump and tariffs) and the UK budget.

Portfolio Activity

By Rory Campbell-Lamerton

Multi Asset market analysis - December 2024

3rd Dec 2024

Shifting sands... In July, the UK shifted decisively to the left and elected a Labour government, this month the US shifted decisively to the right and elected Donald Trump with a sweeping majority (what on earth has gone wrong with the US opinion polling? they were completely wrong).

Market Commentary

By James Mahon

Esk Global Equity Fund activity - December 2024

2nd Dec 2024

After an already heady 12 months for global equity markets, Wall Street took Trump’s election victory as its cue to once again break new ground as the S&P 500 closed for the Thanksgiving Holidays at a record level of 6032.

Portfolio Activity

By Fred Mahon

Fixed Income market analysis - November 2024

25th Nov 2024

Geopolitics still to the fore as the Ukrainian war escalated, outgoing President Biden sanctioning the firing of US supplied long range missiles into Russia.

Market Commentary

By Jeremy Wharton

UK market analysis - November 2024

8th Nov 2024

The UK market was in a holding pattern throughout much of October and early November as we awaited the outcome of Rachel Reeves’ budget and the US Presidential Election.

Market Commentary

By Rory Campbell-Lamerton

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

By James Mahon

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

By Jeremy Wharton

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

By James Mahon

© 2018 Church House Investments Limited

Site by 999 Design