Insights

Our latest investment news, stock spotlights and expert opinion.

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July 2021: Best bits & Market Outlook

27th Jul 2021

Fund Managers Fred and Rory wrap up season one of In the Markets with Fred and Rory with their favourite bits from the last 11 episodes.

Viewpoint

By Rozel Carrow

Management Succession at Church House

27th Jul 2021

Church House announce the appointment of Jerry Wharton as Chief Executive Officer following James Mahon’s decision to step down as CEO after 11 years of leading the business.

News

By Anon

Big Tech in the Courtroom: Three points that stood out for me

26th Jul 2021

‘Big Tech’ or ‘the Tech Giants’ have been in the crosshairs of regulators for some time now, but judicial systems across the world look to be making a concerted effort to really turn the skew on Amazon, Alphabet (Google), Apple, Microsoft and Facebook in 2021.

Viewpoint

By Fred Mahon

Tenax Absolute Return Strategies Fund activity – July 2021

22nd Jul 2021

Against a backdrop of further falls in rates despite another poor inflation figure from the US (CPI hitting 5.4%) and much choppier equity markets, Tenax has had a more active period.

Portfolio Activity

By James Mahon

Fixed income market commentary – July 2021

21st Jul 2021

June was pretty un-volatile overall as yields traded in a tight range ending up slightly lower on the month.

Market Commentary

By Jeremy Wharton

Why the 'Great Wealth Transfer' should be a family affair

20th Jul 2021

Significant growth in property values is one of the factors that will result in many more families experiencing the transfer of significant wealth across generations. Daniel Mason shares some insight on what actions they might consider.

Your Wealth

By Daniel Mason

Balanced Equity Income Fund quarterly report – July 2021

20th Jul 2021

London stocks saw further gains over the second quarter, but most of this happened over the first six weeks, since then it has become increasingly choppy again.

Portfolio Activity

By James Mahon

Global equity market commentary – July 2021

16th Jul 2021

Over the past five weeks, international stock markets have become rather more mixed, world indices are ahead by a small margin but this conceals some sharp moves.

Market Commentary

By James Mahon

July 2021: Chris Ward, Carnaby Street & Covid-19

15th Jul 2021

Fred & Rory have the pleasure of speaking to Chris Ward, Chief Financial Officer of Shaftesbury Plc (owner of 16 acres across West End London).

Viewpoint

By Rozel Carrow

UK Smaller Companies Fund activity – July 2021

14th Jul 2021

During a quarter of generally favourable markets for UK smaller companies, we were happy to keep portfolio activity to a minimum and to let the steady economic recovery that we are seeing work its magic.

Portfolio Activity

By Fred Mahon

UK Equity Growth Fund activity – July 2021

13th Jul 2021

The second quarter of the year started with a bang and the Spring reporting season full of strong company results.

Portfolio Activity

By Rory Campbell-Lamerton

Investment Grade Fixed Interest Fund activity – July 2021

12th Jul 2021

June was pretty un-volatile overall as yields traded in a tight range ending up slightly lower on the month

Portfolio Activity

By Jeremy Wharton

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