Geopolitical crises, tariff tantrums, US government shutdowns, AI bubble fears—2026 has picked up where 2025 left off. And yet, many major stock markets have already set new all-time highs this year. Today’s investment backdrop represents something of a conundrum.
Confused? If so, join us for a live webinar specifically designed for trustees, finance directors, and senior leaders of charities seeking clarity in an increasingly complex environment. Hear what our panel of experts have to say about current geopolitical and macroeconomic drivers, how these are shaping investment markets and what they mean for how charities position their portfolios.
Our specialists, including the manager of the Quilter Cheviot Global Income & Growth Fund for charities, Howard Jenner, our Head of Fixed Interest Research, Richard Carter, and guest speaker Matt Whittaker, CEO of Pro Bono Economics, will discuss:
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Market behaviour: Why, despite global crises,
trade war threats and the battle to preserve the independence of the US Federal
Reserve, markets have so far proved to be relatively resilient to geopolitical
events
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Macro themes: Geopolitical realignment,
digital transformation, demographics, government debt, inflation and trade
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Responsible investments: What the
Trump Administration’s hostile attitude to ESG means for companies
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UK economic pressures: How rising costs and
increasingly strained public services are colliding with higher demand, leaving
charities under pressure to do more with less — and how these pressures are
accelerating mergers, strategic partnerships and greater collaboration across
the sector.
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 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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