In the Markets with Fred & Rory Church House Investment Management Ltd

With global markets seeing extreme bouts of volatility, across all asset classes, it has been a challenging time. This week In the Markets with Fred & Rory, the managers dive into bear markets. What is the difference between a bull and a bear market? How do investors survive a bear market?Markets are in panic territory, now is the time to hold fast in your long-term strategy. We are resolute in keeping a cool head and riding the wave of volatility. To quote Harvey Dent in Batman “it...

So far 2022 has proven to be an incredibly troubled year, reflected in the pod topics. This week In the Markets with Fred & Rory, the Fund Managers look at some of the positives, starting with capitalism versus Vladimir Putin. We have all been shocked and saddened by the Russian invasion of Ukraine, but who are some of the companies that have taken a stand against Russia? Another positive that one could argue, is that in the face of such horror, governments and NATO have never been s...

This episode of In the Markets with Fred & Rory sees the fund managers look at defence stocks and the ESG implications of holding them. Our last podcast was published on the eve of Russia’s invasion of Ukraine, and by now the ramifications have been truly felt by all, including financial markets. We expect many countries to increase their defence budgets in the wake of this tragic war and so we look at what makes a defence stock, the criteria we have to hold such a stock and why we believ...

With the news that Vladimir Putin is sending troops to “peacekeep” in East Ukraine, we felt it was apt to look at investing in times of war for the latest In the Markets with Fred & Rory podcast.Historically it has been proven that in a long, drawn-out build up to war, stocks prices can plummet and, when war finally breaks out, stock prices can rocket. A phenomenon known as the War Puzzle. As we have often said, in times of panic or uncertainty, markets fluctuate.How did the stock market ...

This week we are celebrating the first anniversary of In the Markets with Fred & Rory, thank you to all our loyal listeners for tuning in to hear what we have to say. January was a tough month for quality growth managers, and in particular, tech stocks. The big tech stocks performed terribly with Spotify -27%, Meta (Facebook) -33% and Netflix -40% in January. Have these companies had their moment in the spotlight? Or will the comeback be better than the setback? The FTSE 100 is the leadin...

With a poor start to the year for markets, with US tech and growth stocks hit particularly hard, Fred & Rory look at beer in this week’s podcast. Craft beer has become very popular in recent years and remains the area of most growth in the industry, even with heavy taxation from governments around the world. What makes a successful brewery? The UK Fund Managers delve into the power of marketing, non-alcoholic beer and what ever happened to cider? Tune in to find out.If you have any questi...