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

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

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