Rethinking charity investments in a shifting world

Quilter Cheviot

Global uncertainty is reshaping investment strategies in the charity sector, from the evolution of the economic landscape under a Trump presidency to the evolving role of defence stocks in charity portfolios. Join us for a roundtable discussion where we will explore how trustees can respond to today’s complex economic landscape in a shifting world.

During the session, Charities Director Nicola Toyer and Investment Manager Tom Haydon will discuss the following topics:

What does a Trump presidency mean for global markets: How should charity investors be positioning investment portfolios in an uncertain and volatile market?
The role of cash: Cash has understandably become far more attractive as interest rates jumped up sharply (0.1% in 2021 peaking at 5.25% in 2023 to 4% as at August 2025), but are you getting the best return? And if not, should you be considering other options?
Re-evaluating defence stocks: For a long time, aerospace and defence companies have been persona non grata as an investment within the charity sector. However, with the war in Ukraine and the shifting geopolitical landscape, should trustees and finance directors be challenging the status quo?

Who should attend?
The content will be suitable for trustees, governors, senior management team members and finance directors working in the non-profit sector.

CLICK HERE TO REGISTER AND SECURE YOUR PLACE

Spaces are limited and will be allocated on a first-come, first-served basis, so please book early to avoid disappointment.

Important information

Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future return.

Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.

This is a Marketing Communication.

Approver: Quilter Cheviot Limited, 20 August 2025

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