Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Unilever freezes out ice cream division
In a move that signals the final, decisive chapter of Unilever's post-activist shake-up, the consumer goods be...
Material E, S and G factors in 2026
This article is designed to be thought leadership content, to offer big picture views and analysis of interest...
📢 Good news for charities in England and Wales!
The publication of the new SORP marks a significant moment for the charity sector, one that brings the potenti...
💡 Why does generosity rise at Christmas — and how can charities harness that?
Our latest article dives into:• The deep roots of charity and giving through history • Key motivations behind ...
Are you ready for the new “charitable-purpose soft opt-in” rule?
🔔 Attention Charities – Are you ready for the new “charitable-purpose soft opt-in” rule?From January 2026, new...
How to use AI for the common good
Using AI can be hugely beneficial to charities. It can save time, money and even help with service delivery. B...
Charity legacies round-up – legal updates and what’s on the horizon
How can you make use of new powers in the Charities Act 2022 to unlock restrictions? Should you give an indemn...
Investment Perspectives 2026 Outlook: Searching for value amid the euphoria: Can the wave of optimism continue?
Key takeawaysMost major asset classes performed well in 2025, despite repeated shocks. As we approach 2026, in...
AI: Bubble or bottleneck?
Artificial Intelligence (AI) itself is not a bubble; rather, the current market exuberance is concentrated aro...
Autumn Budget 2025: What it means for charities
The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support i...
UK Budget: At a glance
After months of speculation, the UK government has finally unveiled its tax and spending plans for the year ah...
W1M Fund Managers discuss Capital Cycle Strategy with Value Investor Insight
W1M’s Christopher Garsten, Charles Glasse and Charles Walker explain the bottom up ap...
W1M Investment Forum 2025
The W1M Investment Forum, held at BAFTA last week, had a fascinating talk from veteran war correspondent and S...
AI Outlook 2026
Welcome to our special edition AI Outlook 2026, which looks beyond the headlines to the inner workings of arti...
Outlook 2026
Welcome to our “Outlook 2026”, the investment strategy update from Barclays Private Bank, which is also availa...
Inflation plus: no free lunch The challenge of achieving inflation-beating returns
Key takeaways: • There is no risk-free way to consistently beat inflation but, now real yields on inflation-l...
FTSE 250 vs FTSE 100: A reversal of the usual order
Since the last Budget, an unusual divergence has emerged in UK equity markets. Historically, materially lower ...
Global Outlook - November 2025
n this video, Bill Dinning, Chief Investment Officer, reviews the strength of global equity markets, driven by...
Update on Martyn’s Law for charities & churches
The Terrorism (Protection of Premises) Act 2025, also known as Martyn’s Law, is a new Protect Duty legislation...
Gold’s new role: from safe haven to strategic asset
Gold used to be viewed as the financial-market equivalent of hugging a teddy bear— reassuring in a crisis, but...
Regional diversification can offset the concentration risk offered by the US
Headlines warning about “stretched” valuations and “bubble‑like” price action—especially in US technology—natu...
Private Markets Annual Report 2025
Building on the themes of our first report in 2024, this year’s edition delves deeper into the behaviours, mot...
Opportunities and risks of AI in the charity sector
The implications of artificial intelligence (AI) for all aspects of society are huge, and the charity sector w...
Strategic investment: Rethinking long-term charity portfolios
For institutional charities such as foundations and endowments, investment strategy is not just about navigati...
Investing for the first time - Guide
When investing for a financial return, trustees have to comply with certain legal requirements as covered by...
Gift Aid: more hassle than it’s worth?
By Ross Palmer, Tax Director, Sayer Vincent Since its early beginnings in 1990 and following its expansion in ...
The ongoing impact of US policy on global markets
Global equity markets enjoyed a strong quarter, reaching fresh highs despite continued uncertainty around US t...
Conflicts of interest: what are they and how can a charity manage them?
Conflicts of interest are a key priority for the Charity Commission.Conflicts of interest can affect charities...
Quilter Cheviot: Review for Charities – issue 2
We are excited to share the latest edition of Review for Charities. This bumper issue is packed with ex...
How are Modern Philanthropists making a difference?
Philanthropy is one of the most meaningful societal contributions any of us can make in our lifetime. Whether ...
The Economic Crime and Corporate Transparency Act 2023 – where are we now?
What further changes can be expected following ECCTA 2023 implementation?The Economic Crime and Corporate Tran...
Market Perspectives October 2025
Welcome to the October edition of Market Perspectives, the monthly investment strategy update from Barclays Pr...
Why own Nvidia when you can buy picks and shovels?
Everyone seems to be talking about “Artificial Intelligence” (AI) as the next industrial revolution which will...
Property & Sustainability - The Growing Importance of ESG
With the built environment contributing up to 40% of global Greenhouse Gas emissions (GHG), the real estate i...
ESG Overview 2025
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an ESG overview of the Fund.
Treasury Management for Charities
Charities in the UK face mounting financial pressures: funding gaps, rising costs, volatile donation flows, an...
CPS and SFO update guidance on corporate prosecutions
Charities could face prosecution under new offences for failure to prevent fraud and for fraud committed by se...
September Market Perspectives
Welcome to the September edition of Market Perspectives, the monthly investment strategy update from Barclays ...
How UK charities can benefit from cross-sector collaboration
By Emma Wilder We know and we understand the constant challenge charities face in securing more funding, more ...
Why financial governance must matter to all trustees
At the heart of being a charity trustee is passion, a belief in the cause and a commitment to making a differe...
Looking through the Overton Window
Understanding when to take risk with charity investments.
How does agentic AI work for charities?
Charity Digital explores how charities can use agentic AI to boost their supporter experience, volunteer manag...
Unlocking opportunity: What the Public Procurement Act 2023 means for charities and social value
Embedding social value at the heart of public service delivery. The Public Procurement Act 2023 – amplifying i...
Too little, too late: why mergers shouldn’t wait for crisis
Mergers between charities are being talked about more often, but the conversation still tends to centre on fin...
3 cyber threats facing charities today
Charities are targeted by cyber attacks just like businesses. In fact, 40% of businesses and 30% of charities ...
Managing digital and AI risks in your charity
As digital tools and AI become increasingly embedded in the charity sector, understanding and managing the ris...
A rate cut delivered - where are short term yields now?
We got the expected rate cut yesterday (8th August), at the second time of asking but the closeness of the vo...
Yoke's summer charity quiz
Are you entertained or engaged by your charity's investments? Here is a little quiz that answers that question...
2025 Q2 Commentary: The Fading Smile
In this article, we explore the implications of a weakening US dollar for globally diversified portfolios, que...
Property Market Update
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an overview of the property market...
Q3 2025 - House Report - Dollar Dynamics
With the US economy, markets, and listed companies at the centre of global dynamics, we explore the key themes...
Has your charity done all it can to prepare for the mandatory requirements to verify trustee identity?
One significant outcome of the Economic Crime and Corporate Transparency Act 2023 (ECCTA) is the introduction ...
Civil Society Covenant
The Civil Society Covenant was published on 17 July 2025.The Civil Society Covenant was officially launched by...
Celebrating 3 Years of the CAF ESG Funds
June marks the 3-year anniversary of the IFSL CAF ESG Fund range, a milestone for a project that was five year...
Don’t let apathy cost you money
💸 Don't Let Apathy Drain Your Charity's PotentialLearn How to Make Your Cash Reserves Work Harder for Your Cau...
New UTB Base Rate Tracking Easy Access Account for Businesses and Charities Pays 4.05% Gross* Interest with 6-Month Bonus
Charities Get 4.05% Without Tying Up Funds New! 4.05% Easy Access Savings 💰 Make your funds work!
Bears sound smart, but optimism pays
We had the fortune of sitting on a market outlook panel recently, which provided a good opportunity to review ...
Financial leadership: What does it take to lead well today?
Leadership is changing. Across the charity and social purpose sector, leaders are being asked to do more with ...
Five steps towards a charity merger
By Mary Wessel, Charity Digital A successful merger can give charities a more secure future, allowing them to ...
Insuring a more sustainable future
This article is designed to be thought leadership content, to offer big picture views and analysis of interest...
In conversation with David Holdsworth, CEO of the Charity Commission for England and Wales
Recently, in support of Volunteers’ Week, Stone King had the pleasure of hosting CEO of the Charity Commission...
CharitEpulse: (podcast) Government grants, global giving and governance
In this episode of CharitEpulse, the trio discuss:Are governance reviews worth doing? Are Deputy Chairs n...
Staying Compliant: How Outsourced Accounting Services Simplify Regulatory Changes
Keeping up with evolving regulations is a challenge for businesses of all sizes. Frequent changes in tax laws,...
Report: Peace of mind in a dangerous world
We know that geopolitical risks, and the great uncertainty that can stem from them, are one of the biggest fin...
Social Purpose eNews
This edition of our Social Purpose eNews covers the following topics:Charity Awards 2025Charities SORPCharity ...
Could an allocation to Real Estate help Charities & Endowments adapt to the challenges & volatility in today’s investment market?
Following two years of poor capital performance for real estate, impacted by the sharp rise in interest rate...
Near Zero
In the film, Oppenheimer, the scientists discuss the possibility that the Trinity atomic test could destroy th...
Data (Use and Access) Act 2025: an update to data protection law - what charities need to know
In this article we assess the data protection changes contained within the Data (Use and Access) Act 2025 and ...
Trustee recruitment: time to review your policies
The Charity Commission has updated its guidance ‘Finding and appointing new trustees (CC30)’.The guidance has ...
Child sponsorship programmes: check you are compliant
The Fundraising Regulator (FR) has published new guidance on child sponsorship following complaints ...
Can charities invest 100% in social or mission-aligned investments?
Today, many charities are asking whether they can put all of their assets into investments that deli...
Mid-Year Outlook 2025
Welcome to our 'Mid-Year Outlook 2025', the investment strategy update from Barclays Private Bank, which is al...
CCLA's first global modern slavery benchmark exposes corporate reliance on policy over practice
CCLA has launched its first global modern slavery benchmark pilot to evaluate how global companies combat mode...
Employment considerations for merging charities
Charity sector press is full of news of mergers between charities.The government’s autumn budget placed extra ...
London & Capital and Waverton Investment Management officially combine as W1M
London, 2 June 2025 -- London & Capital (“L&C”) and Waverton Investment Management (“Waverton”) o...
The case for active stewardship in a shifting landscape
As economic, environmental and geopolitical shocks continue to test global markets, the capability of companie...
Neurodiversity in the Workplace: Why Inclusion Matters
Understanding NeurodiversityNeurodiversity describes the natural variation in how people experience, interpret...
LGT - Is your charity at a financial tipping point?
The UK charity sector contains a very broad variety of charities, from small voluntary community groups to lar...
Schools Briefing – ISBA 2025
Welcome to the ISBA Conference edition of our Schools Briefing for independent schools, where we provide updat...
Annual Stewardship Report
We believe that investment has the power to grow and protect money in a way that benefits society.Furthermore,...
Q2 2025 House Report - SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
Q1 2025 began strongly but turned volatile as markets reacted to President Trump’s shift toward global tariffs...
Charities, trading subsidiaries and financial distress - what do you need to know?
What are the implications of insolvency in a trading subsidiary for a parent charity, and how can trading subs...
Trump tariffs and the morning after
What happened, what next, what should we do? Johnny Hughes, Head of Global Equity and Multi Asset Investment ...
Testing US exceptionalism? What markets have learned from Trump’s first 100 days
Considered an informal milestone, the first 100 days of a sitting US president have been closely watched – and...
Global Market Review – April 2025
Volatility and uncertainty continued to impact markets during April, as US trade policy, notably the fallout f...