Insights

Our latest investment news, stock spotlights and expert opinion.

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Esk Global Equity Fund activity – December 2020

18th Dec 2020

This period has seen international stock markets continuing in the cheerful vein established after the US Presidential Election and successful COVID-19 vaccine results.

Portfolio Activity

By James Mahon

Multi-asset market commentary – December 2020

17th Dec 2020

US stocks rose around 4% (S&P 500), as did Japanese, the UK and European markets were all up but by more modest amounts.

Market Commentary

By James Mahon

UK Equity Growth Fund activity – December 2020

11th Dec 2020

News of not one but THREE vaccine successes in November, combined with a victory for Joe Biden in the US Presidential Election, lit the touch-paper for markets across the world.

Portfolio Activity

By Fred Mahon

Top tips on how to avoid investment scams

9th Dec 2020

Church House Relationship Manager, Emma Parkes, presented in a recent event hosted by Life After Yachting and explained to the virtual audience how to avoid investment scams whilst also sharing some questions to ask a prospective wealth manager.

Your Wealth

By Emma Parkes

Global equity market commentary – December 2020

9th Dec 2020

The four-week period since our last note has seen a continuation of the rally in international equity markets along with a bit more ‘business as usual’ as the NASDAQ out-performed the broader markets again.

Market Commentary

By James Mahon

Investment Grade Fixed Interest Fund activity – December 2020

7th Dec 2020

Investment grade credit spreads snapped back in from some election and second wave induced widening as extremely promising vaccine news restored risk appetite.

Portfolio Activity

By Jeremy Wharton

Supporting financial wellbeing at sea

3rd Dec 2020

Emma Parkes joins the LEGASEA Mentorship Programme, a unique scheme providing valuable support to existing and aspiring yacht crew.

News

By Emma Parkes

UK equity market commentary – December 2020

3rd Dec 2020

Last month we ended with the great adage from Batman: The Dark Knight, ‘The night is darkest just before the dawn. And I promise you, the dawn is coming’

Market Commentary

By Rory Campbell-Lamerton

Tenax Absolute Return Strategies Fund activity – November 2020

26th Nov 2020

This period covers the US Presidential Election and lots of COVID-19 vaccine news when risk assets generally have jumped with relief.

Portfolio Activity

By James Mahon

You haven’t missed the boat yet…!

24th Nov 2020

November has seen some of the biggest concerted price moves in my career, with the FTSE 100 up 14% since Halloween.

Viewpoint

By Rory Campbell-Lamerton

Fixed income market commentary – November 2020

23rd Nov 2020

The result of the US Election saw no blue wave so the status quo maintains from a stimulus perspective (despite the current spat) and any future Governor of the Fed is likely to be as accommodative.

Portfolio Activity

By Jeremy Wharton

Esk Global Equity Fund activity – November 2020

19th Nov 2020

This period since our last commentary has covered the dip into (apparent) maximum uncertainty to the end of October followed by a much happier tone to date.

Portfolio Activity

By James Mahon

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