Professional Investors

Fund Manager updates

Updates from co-managers James Mahon and Jeremy Wharton.

Sign up to our newsletters

Tenax Absolute Return Strategies Fund Webinar - March 2024

A video update for investment professionals on our Tenax Absolute Return Strategies Fund, with Sales Director, Sam Liddle, and Fund Manager and joint-CIO James Mahon. 

James Mahon speaks to FundCalibre about some deflationary forces that are starting to come through and why he thinks inflation could peak in the next few months.

James explains what the ‘yield curve’ can tell us about an economy’s health and why bonds that are due to mature in just a few years’ time are more attractive than those that have a long time to maturity.

Topics in this podcast also include: the dominant US dollar, extraordinary moves in the index-linked gilt market, the potential for very high returns from short-dated bonds, exploiting mispricing opportunities in volatile periods and Floating Rate Notes and their benefits for investors. 

To listen to the full podcast interview with FundCalibre's Darius McDermott, please click on the audio player link.

Insights, news and opinion

Keep up to date and read our opinion on key investment topics for the Tenax Absolute Return Strategies Fund.

View all

Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621
  • s.liddle@church-house.co.uk

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk

© 2018 Church House Investments Limited

Site by 999 Design