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

Tenax Absolute Return Strategies Fund activity - March 2023

20th Mar 2023

Having got off to a good start, 2023 then became a tussle with rates being pushed sharply higher through February then all the way back down over the past couple of weeks.

Portfolio Activity

Global Equity market analysis - March 2023

15th Mar 2023

January looked so promising for equity markets. Led by a resurgent NASDAQ, all the leading markets put in a strong performance.

Market Commentary

UK Equity Growth Fund activity - March 2023

14th Mar 2023

February/March earnings season seems to get more congested every year, with most of our portfolio companies having reported over the last few weeks.

Portfolio Activity

UK market analysis - March 2023

13th Mar 2023

We have just returned from an uplifting trip around Britain and Northern Ireland, speaking to current and potential investors in our funds.

Market Commentary

Multi Asset market analysis - March 2023

8th Mar 2023

After the relief for bond markets in January as longer-term yields fell back despite the latest round of base rate increases, February saw a sharp reversal.

Market Commentary

Ditches, Hedges and Trophies

7th Mar 2023

Hedgelaying and Point-to-Point were at the centre of Church House support for the countryside this winter. James Johnsen shares more.

News

Fixed Income market analysis - February 2023

22nd Feb 2023

According to forecasts last year major economies should be in recession by now.

Market Commentary

Support for human tragedy in Turkey and Syria

16th Feb 2023

Following the horrendous earthquake that struck southeast Turkey and northern Syria, we wanted to do what we could to support the victims of this terrible natural disaster.

News

Multi Asset market analysis - February 2023

9th Feb 2023

January set a better tone for world markets, picking-up from Q4 last year rather than December’s negative tone. Let’s hope that January has set the tone for the year

Market Commentary

UK market analysis - February 2023

7th Feb 2023

January was an encouraging month for global markets, and UK indices were no different (it has been a while since I’ve written that).

Market Commentary

Church House appoints Cranley Macfarlane to support continuing growth ambitions

26th Jan 2023

A former member of Citywire Magazine's Wealth Management Top 100, Cranley joins us from Tellsons Investors. He is a qualified barrister who also holds the prestigious CISI Masters in Wealth Management qualification.

News

Fixed Income market analysis - January 2023

23rd Jan 2023

As December brought to a close a brutal year for risk assets, not least for sovereign rates and credit markets as a whole, we saw a continuation of the rally in credit spreads that started after the darkest moments of September and October.

Market Commentary

Insights

Tenax Absolute Return Strategies Fund activity - March 2023

Global Equity market analysis - March 2023