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

Dangers of taking investment advice from 'friends'

14th Apr 2021

With an apparent increase in 'hobby' investing driven in part by social media Emma Parkes explores the dangers of taking advice from 'friends'.

Any

UK Smaller Companies Fund activity – April 2021

13th Apr 2021

It has been a buoyant start to 2021 for UK small caps, with the FTSE Small Cap Index +6.8% in the first quarter, far outpacing its large cap brother, the FTSE All Share, which was +4.0%.

Portfolio Activity

Investment Grade Fixed Interest Fund activity – April 2021

12th Apr 2021

At the end of Q1, sovereign yield volatility calmed a little as rising infection rates reminded markets that we are still not quite out of the woods yet globally regarding coronavirus.

Portfolio Activity

April 2021: Deliveroo or Deliveroops?

9th Apr 2021

In this episode, Fred and Rory analyse why it was so overvalued, what went wrong and why we didn't invest, although we do believe it to be a good quality business. But the question remains: has Deliveroo peaked?

Viewpoint

UK equity market commentary – April 2021

6th Apr 2021

It has been a patchy start to the year for UK markets, but my goodness, we are in a better situation than we were this time last year.

Market Commentary

Market Risk

29th Mar 2021

To help investors make informed decisions we are running a series of articles on the topic of investment risk. We will explore a range of different areas, starting here with 'Market Risk'. In this piece we explain how stock markets across the globe can experience significant falls.

Your Wealth

March 2021: James Anderson & the Tech Revolution

25th Mar 2021

Could you get Mark Zuckerberg on the phone? In the latest podcast from UK Fund Managers, Fred & Rory, we review the latest market news, starting with the retirement of James Anderson - arguably one of the most well-known and successful Fund Managers in the UK.

Viewpoint

Esk Global Equity Fund activity – March 2021

25th Mar 2021

Stock markets have had an uncomfortable five weeks, unsettled by the steep rise in long-term interest rates, most notably in the US.

Portfolio Activity

Multi-asset market commentary – March 2021

24th Mar 2021

As discussed five weeks ago, attention has shifted across to the bond markets, specifically longer-term government bonds.

Market Commentary

UK Smaller Companies Fund activity – March 2021

23rd Mar 2021

The Church House UK Smaller Companies Fund has had a busy period, capitalising on the recent market volatility, and is essentially fully invested.

Portfolio Activity

The long and short of it: positioning for the road to Covid-19 recovery

22nd Mar 2021

There is a very interesting dynamic playing out across global financial markets.

Viewpoint

The Transfer Conundrum

19th Mar 2021

Investors contemplating switching their investments from one manager to another have the choice of two processes. In this piece we explain the differences between them and cover off recent developments involving technology.

Viewpoint

Insights

Dangers of taking investment advice from 'friends'

UK Smaller Companies Fund activity – April 2021