Investing with confidence in a turbulent world
With rising geopolitical tensions, shifting economic priorities, and ongoing market turbulence, charity trustees face increasing complexity in managing their investments, especially amid the financial pressures of inflation and rising costs. Quilter Cheviot will explore the key market themes shaping today’s investment landscape and what this means for your organisation.
In this session, we will cover:
•
The big picture: What global conflicts, sanctions and trade barriers
mean for markets, and the forces likely to shape returns in 2026
•
Market behaviour: Why markets appear disconnected from geopolitical
events
•
Macro themes to watch out for: Geopolitical realignment, digital
transformation, changing demographics, government debt and persistent inflation
•
Responsible investments: How, if at all, has corporate behaviour changed
in response to the Trump Administration’s hostile attitude towards ESG?
Charities SORP
The major updates to the Charities SORP will reshape how charities recognise income and account for leases effective for financial years starting on or after 1 January 2026. Crowe will discuss the key updates to accounting and reporting arising from the revised Charities SORP and FRS 102, and what they mean for your organisation.
Key
learnings:
•
Income recognition made clearer - when to recognise grants, donations, and
contracts under the new rules
•
Leases on the balance sheet - what this means for your charity and how to
prepare
• New requirement for the Trustees’ Report - including the new tiers for reporting.
Who
should attend? This
event is exclusively for charities, and is suitable for trustees, finance
directors and senior leaders. Spaces are limited and will be allocated
on a first-come, first-served basis.
Secure your please here.
Event
details:
Date:
Tuesday
24 March 2026
Time: 09:30 - 14:00
(including lunch)
Venue:
Cottons
Hotel, Manchester Road, Knutsford, Cheshire, WA16 0SU
This is a marketing communication.
Important
information - Investors should remember that the value of investments, and the
income from them, can go down as well as up and past performance is no
guarantee of future return. You may not recover what you invest. Quilter
Cheviot Limited does not provide tax, legal or accounting advice.
Quilter
Cheviot Limited does not provide tax, legal or accounting advice. 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.
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