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 believ...

Om Podcasten

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.