23 episodes

A podcast featuring Church House Investments UK Fund Managers, Fred Mahon and Rory Campbell-Lamerton, looking at what has happened recently in financial markets. Breaking topics down to easily digestable, bitesize topics, the Fund Managers provide their informed views and insights as well as their outlook. For more insights and market related updates from these Fund Managers, please visit ch-investments.co.uk. This podcast is aimed primarily at professional investors but we welcome anyone to listen in to enjoy the views of our fund managers on current markets. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Past performance is not a guide to future performance. The information provided in this podcast is not an offer, solicitation or recommendation, of any funds, services or products or to adopt any investment strategy.

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

    • Business

A podcast featuring Church House Investments UK Fund Managers, Fred Mahon and Rory Campbell-Lamerton, looking at what has happened recently in financial markets. Breaking topics down to easily digestable, bitesize topics, the Fund Managers provide their informed views and insights as well as their outlook. For more insights and market related updates from these Fund Managers, please visit ch-investments.co.uk. This podcast is aimed primarily at professional investors but we welcome anyone to listen in to enjoy the views of our fund managers on current markets. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Past performance is not a guide to future performance. The information provided in this podcast is not an offer, solicitation or recommendation, of any funds, services or products or to adopt any investment strategy.

    May 2022: You’re entering Bear country…

    May 2022: You’re entering Bear country…

    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’s always darkest before the dawn”.
    What is the catalyst for the market to bounce? How structural is this current bout of inflation? And importantly, how do you navigate a bear attack? Find out in this week’s podcast.
    If you have any questions, please email us at podcast@church-house.co.uk

    • 23 min
    April 2022: From Russia with Losses

    April 2022: From Russia with Losses

    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 so unified.

    What are the Rule of Law and Money Heaven principles and why do we adhere to them?

    As investment is pulled from Russia, what are the ethical implications of this on the citizens of Russia? Does it impact them more than the government the sanctions are aimed at? What do tech, alcohol and athleisure have in common? Why has the M&S franchise run into hot water? What to make of Shell’s $5 billion Russian write-downs and BP’s $25 billion impairment on Rosneft? Tune in to find out.

    If you have any questions, please email us at podcast@church-house.co.uk

    • 24 min
    March 2022: Defence stocks & the ESG conundrum

    March 2022: Defence stocks & the ESG conundrum

    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 believe that holding a defence stock is net positive for ESG.

    What is the Tempest, who is BAE Systems and could Trump have had a point in demanding increased NATO membership spend?

    We would love to hear your thoughts on this very topical issue so, if you have any questions or comments, please email us on podcast@church-house.co.uk

    • 24 min
    February 2022: The War Puzzle

    February 2022: The War Puzzle

    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 perform during WWI and WWII? Can wars really impact markets? How much debt did the UK develop over that period? And could we be due to repeat the roaring ’20s market boom from last century?
    Whilst the news is not good for anyone, we can only hope that the situation in the Ukraine is resolved quickly and does not escalate further. Tune in to find out how markets fared through two world wars, regional disputes and why emerging markets are often affected the most.
    If you have any questions, please email podcast@church-house.co.uk

    • 24 min
    February 2022: Is tech dead?

    February 2022: Is tech dead?

    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 leading global market with oil and gas leading the pack. Will the value rally last? Why do interest rates affect tech stocks? Cazoo vs Auto Trader, Bark Inc vs Pets at Home? Tune in to listen to the UK fund managers.


    If you have any questions, please email podcast@church-house.co.uk

    • 21 min
    January 2022: Beer, branding & Buds

    January 2022: Beer, branding & Buds

    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 questions, please email podcast@church-house.co.uk

    • 27 min

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