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Our latest investment news, stock spotlights and expert opinion.

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Fixed Income market analysis - July 2023

11th Jul 2023

Markets remain in thrall of Central Bank action and bond market volatility has spiked.

Market Commentary

By Jeremy Wharton

UK Smaller Companies Fund activity - July 2023

7th Jul 2023

If the UK market has been unloved over the course of the past 18 months, then the smaller capitalised stocks have been near-vilified.

Portfolio Activity

By Rory Campbell-Lamerton

UK market analysis - July 2023

6th Jul 2023

June was a grubby month for UK markets in the wake of (more) poor UK inflation figures and the Bank pushing rates up to 5%.

Market Commentary

By Fred Mahon

Esk Global Equity Fund activity - June 2023

3rd Jul 2023

The Esk Global Equity Fund enjoyed another strong quarter, the B shares rising by 3.65% compared to a rise in the IA Global sector average of 2.93%.

Portfolio Activity

By James Mahon

Tenax Absolute Return Strategies Fund activity - June 2023

29th Jun 2023

The US Federal Reserve continued with its ‘pause’ at 5.25% but is still signalling higher rates without some notable change in the data.

Portfolio Activity

By James Mahon

Multi Asset market analysis - June 2023

28th Jun 2023

Having taken a holiday over the end of last month, this commentary covers a period of almost eight weeks since early May. It also takes us close to the end of the first half of the year. It has been quite a period.

Market Commentary

By James Mahon

Fixed Income market analysis - June 2023

23rd Jun 2023

We remain under the cosh of Central Bankers and they are not making many friends.

Market Commentary

By Jeremy Wharton

UK market analysis - June 2023

19th Jun 2023

April was a month in which economic and political events led the markets. Not much change there then.

Market Commentary

By Rory Campbell-Lamerton

Church House golfers support Eloise & Katie Memorial Trust

7th Jun 2023

John Francome MBE, the 7-times Champion Jockey, joins the Church House team as they finish the end of the day in a very creditable 3rd place, but more importantly, the day raised a significant sum for a fantastic cause.

News

By James Johnsen

Fixed Income Market Analysis - May 2023

26th May 2023

The macro picture is clouded by a number of issues, the most pressing being wranglings over raising (or suspending) the debt ceiling in the US.

Market Commentary

By Jeremy Wharton

Investing in turbulent times

23rd May 2023

Recent economic and geopolitical turbulence can unsettle investors, while 24-hour news cycles may heighten those concerns. James Johnsen seeks to address some of the common questions we hear during these periods of uncertainty.

Your Wealth

By James Johnsen

Tenax Absolute Return Strategies Fund activity - May 2023

17th May 2023

As we noted in April “terminal rates are in sight”. The US Federal Reserve led the way (again) with a quarter point increase in rates to 5.25% but signalled a likely June pause.

Portfolio Activity

By James Mahon

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