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Earth Week: “Our Power, Our Planet” and investing
With Earth Day marked on 22 April under the theme of “Our Power, Our Planet”, we consider the relevance of key themes such as the energy transition for investors today.
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Buddenbrooks investing: Living off the dividends without hollowing out the house
Thomas Saville reveals why focusing on total-returns pays dividends
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Is Impact Investing the Right Strategy for Charities?
Charities are in an increasingly difficult position as the strain caused by a weak economy means demand for services while sustained higher interest rates and tighter credit conditions limit access to affordable funding…
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Market Perspectives February 2026
Welcome to the February edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look at the initial signs on economic growth, US interest…
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What could 2026 bring for investors?
JM Finn’s Head of Investment Office Jon Cunliffe gives a top-level view of what 2026 could have in store for markets and economies globally, before taking a more in-depth look at their stance on regions and sectors for…
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Investment Perspectives 2026 Outlook: Searching for value amid the euphoria: Can the wave of optimism continue?
Key takeaways Most major asset classes performed well in 2025, despite repeated shocks. As we approach 2026, investor concerns have grown about elevated valuations, credit quality and sovereign debt levels. Unlike the…
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Outlook 2026
Welcome to our “Outlook 2026”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF. In the chapters below, we look at the result of revamped trading relationships and…
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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 impact all sectors. Nvidia has been the standout performer with its technological lead in designing AI chips…
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Property & Sustainability - The Growing Importance of ESG
With the built environment contributing up to 40% of global Greenhouse Gas emissions (GHG), the real estate industry has a duty to take practical steps to decarbonise and, in the process, future-proof and maintain the…
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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 affecting investors today. This edition of the Sarasin House Report centres on the enduring global impact of…
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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 years in the making. Born out of a strong partnership between LGT and CAF, the trio of funds has grown…
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Don’t let apathy cost you money
💸 Don't Let Apathy Drain Your Charity's Potential Learn How to Make Your Cash Reserves Work Harder for Your Cause💸
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Mid-Year Outlook 2025
Welcome to our 'Mid-Year Outlook 2025', the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of the page. After a tumultuous start of the year, it’s…
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Charity Investment Governance Principles Series
Rachel Titchen and Gail Cunningham sit down to explore and consider the Charity Investment Governance Principles (CIGP) in bitesize videos to help give your Board the confidence in all their investment governance…
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The case for active stewardship in a shifting landscape
As economic, environmental and geopolitical shocks continue to test global markets, the capability of companies to withstand disruption and adapt to change has never been more important. For long-term investors, building…
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Annual Stewardship Report (1)
We believe that investment has the power to grow and protect money in a way that benefits society. Furthermore, because wealth creation at society's expense is likely to be ephemeral, sustainable companies make better…
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Active vs Passive: Geese fly in gaggles, eagles fly alone
In October 2024, we hosted an in-person event where we discussed one of the most enduring debates in investment management: active vs passive investing. With markets becoming increasingly concentrated and passive…
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2023 Q3 Commentary: Net Zero: Are You an Ostrich or a Meerkat?
Nearly all countries have signed up to the UN Paris Agreement, a legally binding international treaty with the overarching goal of holding the increase in global average temperature to well below 2 degrees Celsius above…
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The breakfast club of investment
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Guide to responsible investing
A charity’s responsible investment policy should sit within, and form a part of, the wider investment policy. With new generations of trustees joining the ranks and an increased spotlight on responsible investing…
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An Interview with John Authers: Senior Markets Editor at Bloomberg
To close out 2024, we welcome the acclaimed financial journalist, John Authers. With over 30 years of experience at the Financial Times and Bloomberg, John shares his expert insights on the year, including the resilience…
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Polls apart: A review of the year of divergence
2024 marked a year of political upheaval and historic shifts in global equity markets, with the rise of the “Magnificent Seven” tech giants driving unprecedented market concentration. How do these developments compare to…
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https://www.taml.co.uk/blog/responsible-investment-report-no15/
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How to Build Long-Term Financial Sustainability
When we talk about sustainability, most people think of environmental responsibility. However, for charities sustainability is also about ensuring long-term financial security. It's about safeguarding your organisation’s…
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An Interview with Pip Hare: Racing the Globe
In this episode, host Luke Hide-Smith interviews the remarkable Pip Hare, one of the few women to ever complete the Vendée Globe - a gruelling solo, non-stop and without assistance round-the-world sailing race. Pip…
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An Interview with Financial Journalist Merryn Somerset Webb
In this episode, Luke Hyde-Smith hosts renowned financial columnist Merryn Somerset Webb, who shares her insights on inflation, private markets, and UK equities. They discuss Merryn's recent article advocating for a…
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Geo-politics and the investing landscape
Geo-politics’ is a term used to describe countries and their relationships. It’s fair to say we’ve seen an increase in challenging political landscapes and strained relationships between a lot of countries. Of all the…
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UK Equities: a Buyers’ Market?
The UK market has been suffering at least a decade of chronic outflows, but we believe it may be about to turn a corner The FTSE 100 has quietly emerged as the best-performing developed market index since the start of…
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Understanding how Unicredit is supporting the transition to net zero
Castlefield analyst, Barney Timson explains how we recently engaged with UniCredit, an Italian listed, pan-European commercial bank (held within our CFP Castlefield Sustainable European fund), to better understand how it…
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Mid-Year Outlook 2024
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page. In the chapters below, we look at the different paths…
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Investing for good: Exploring ways to create positive outcomes for society with your investments.
Investors are increasingly wondering if they can make a difference with their investments and contribute to sustainable outcomes for society and the environment. This article explores the different ways that investors…
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Investing for the next decade
MEET THE NEW NORMAL, SAME AS THE OLD NORMAL The first few years of the 2020s have been characterised by huge shocks to the global economy – from the pandemic to the Ukraine war. When the dust settles, we think the global…
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Waverton: A Truly Integrated ESG Approach
James Pike and Stefan Rheinwald: A truly integrated ESG approach. Waverton's approach is truly integrated; we have asset class and regional equity specialists that know the companies intimately, looking at the…
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Castlefield receive 2024 ARC Research 3D Award
Castlefield has been announced as recipients of the 2024 ARC Research 3D Award demonstrating Castlefield's commitment to maintaining the highest standards of transparency, engagement, and integrity in investment…
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Castlefield launch latest annual stewardship report
Castlefield is delighted to launch our latest Annual Stewardship Report. Our latest Annual Stewardship report details our Thoughtful Investment approach and is a comprehensive assessment for the last full calendar year…
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Waverton's Engagement and Voting Report 2023
As active, long-term investors, we prefer to build constructive relationships with company management and engage with them directly on a regular basis, both to better understand their business model and direction of…
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Dancing to a different tune?
In sustainable investment circles it has been hard to escape the news that the world's top five money managers are quitting Climate Action 100+. What does this mean for investors and the industry?
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CCLA Sustainable Investment Outcomes 2023 report
Despite the growing attention on ESG, we believe the investment industry has not truly understood that the only way to manage these risks is to go beyond the make-up of our portfolios and make a lasting real-world…
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Hobson's choice
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Market Perspectives March 2024
Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, following recent hotter-than-expected US economic data, we…
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2024 Engagement Action Plan
At Rathbones we are committed to being good stewards of our clients’ assets. This means we look to use the investor rights and influence we have to protect and enhance overall long-term value, including the common…
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Market Perspectives February 2024
Welcome to our February edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we highlight how the pace of rate cuts might shape financial…
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Biodiversity and climate change: A joint challenge
The emergence of nature and biodiversity The case for tackling climate change has become increasingly clear to investors in recent years. Governments have stepped up efforts to mitigate and manage the devastating impacts…
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Investment insights webinar: Can investor confidence turn more definitively positive in 2024?
Discover the key questions facing investors in 2024 and the market impact of the ‘Magnificent Seven’ US tech giants – comprising Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta and Tesla – in Rathbones’ quarterly…
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Sustainable Finance: Balancing Financial Goals with Social Impact
In a recent discussion at the Navigating Change event, our audience heard from Guy Davies Co-Founder of Charity Intelligence, who shed light on how charities can balance their financial objectives with making a positive…
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Smoking, the problems with ESG investing.
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Outlook 2024 - Barclays Private Bank
Strong economic headwinds will likely persist in 2024, amid an increasingly fraught geopolitical backdrop, and diverging fortunes in the key regions. Investors should brace both for uncertainty, and for market volatility…
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On-demand webinar: Where to start with E.S.G. investment for your charity
Responsible investing is an evolving area for charities, but with an ever-increasing volume of information and limited time it can sometimes be difficult to know where to start. Increasingly, charity leaders want to know…
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Featured holding - ASML
Our featured stock stories help to illustrate how our active, sustainable investment approach works in practice. We recently welcomed new fund manager, James Buckley, to manage the Castlefield Sustainable European Fund…
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Castlefield Sustainability Review
As specialists in sustainable investment, we like to be able to substantiate how our funds make a positive difference. We're pleased to publish the first Castlefield Funds Sustainability Review – providing investors with…
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What is a CIO and do I need one?
Beware the additional costs of outsourced investment services.
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Entering the mineral age: can we mine sustainably?
Mining has historically been a dangerous, heavily polluting and environmentally damaging activity Thankfully, innovation in mining is offering solutions that could reduce its negative impacts We support the companies…
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The Property Income Trust for Charities 2023 Global Real Estate Sustainability Benchmark (GRESB) Result
We are delighted to announce that the PITCH Fund has received its 2023 GRESB results, with PITCH gaining an additional “Green Star” from 2022, to achieve a four “Green Star” status. The Fund’s score has increased by over…
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Climate Confident: Charity investments and net zero
Cazenove Capital, in association with the Association of Charitable Foundations (ACF) , has published a report exploring charities’ climate commitments and investments. The report, titled Climate Confident: Charity…
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Why investors should heed this summer’s climate warnings
Key points As heatwaves, wildfires and other extreme weather events increasingly ravage the planet, what can investors do to be on the right side of climate change? Unfortunately, the frequency and severity of extreme…
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Five questions for charities to ask about ethical investing
What charities should consider when planning to make ethical investments If you plan to make ethical investments (also known as responsible investments), the first step should be to revisit your charitable objectives and…
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Market Update- August 2023
Investors are growing increasingly optimistic about a soft landing. READ MORE
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Market Perspectives March 2023
Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page. In our regular chapters…
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Global Equity Webinar
Freddie Lait outlines how our investment approach operates throughout market cycles and explains why our strategy is particularly attractive in the current environment Password: Webinar2024
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Mid-Year Outlook 2023
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank. In this edition, we explore the possibility of the world’s leading economies entering into recession later this year. And…
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Investment consultants or Investment Managers
The Charity Commission’s guidance says that “Trustees must take advice from someone experienced in investment matters where they consider they need it”. But that is easier said than done. How often do Trustees ‘consider’…
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Actual investing: why thinking differently matters
Key Points The Actual investing message remains sound, Despite recent market upheaval according to Baillie Gifford partner Stuart Dunbar. Reflecting on higher interest rates and inflation, Dunbar looks at prospects for…
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ESG investing can drive resilience longevity and growth
Writing in Civil Society Media, James Dow discusses the top three things charitable organisations should consider when it comes to sustainable investing.
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The Charity Commission must close the investment guidance gap
There has been a groundswell of public opinion in recent years for sustainable change, driven by passionate calls from high-profile activists such as Greta Thunberg and Sir David Attenborough, while the pandemic arguably…
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Writing an Ethical Investment Policy (1)
A charity’s ethical investment policy should sit within, and form a part of, the wider investment policy. With new generations of trustees joining the ranks and an increased spotlight on ethical investing, continued…
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PITCH Announces Net Zero Carbon Commitment and Interim Target
We are pleased to announce our latest Net Zero Carbon commitment for Mayfair Capital’s, Property Income Trust for Charities (PITCH). The Property Income Trust for Charities (PITCH) is committed to the goal of limiting…
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Climeworks: leading the way on permanent carbon removal
Key Points Often Baillie Gifford’s investments are so compelling we use their products ourselves One of which is Climeworks. It is pioneering a technology to remove carbon from the atmosphere To meet the global climate…
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Market Perspectives February 2023
Welcome to our first edition of “Market Perspectives” for 2023, the monthly investment strategy update from Barclays Private Bank, which is also available to download as a PDF at the bottom of this page. Equity markets…
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Our Investment Stewardship Activities
This report, based on the 12 UK Stewardship Code Principles, sets out Baillie Gifford’s stewardship approach, highlighting some of the key activities and improvements made over the course of the year. As at 31 December…
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Baillie Gifford: our NZAMi commitments
Key Points Baillie Gifford announces its first set of Net Zero Asset Managers initiative targets and portfolio commitments They focus on the increasing alignment of companies with net zero goals over time These targets…
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Improving air quality and health through community action
By Amy Coyne Communications Manager, Sustainable Merton Sustainability and wellbeing go hand-in-hand, so our initiatives pair environmental and social goals, such as reducing social isolation, improving mental and…
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A bit about Castlefield (video)
In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals. He also explains the core values, present throughout…
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Market Perspectives January 2023
Read our latest outlook on interest rates/bonds and equities.
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Barclays' commitment to tackling climate change together
Our climate strategy is informed by our purpose: we deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the…
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2022 Sustainable Portfolio Management Report
Welcome to our Sustainable Portfolio Management Annual Report 2022. Sustainability challenges are increasingly capturing the world’s attention, as the COVID-19 pandemic, deepening climate crisis, and more recently…
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Barclays Private Bank - Global Outlook 2023
Welcome to our annual Outlook publication, entitled ‘A rebalancing act’ in recognition of the multi-faceted global transition currently underway. Amid much uncertainty, bond yields are zooming up, as central banks hike…
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Common grounds - The story behind our sustainable coffee producer
In this blog, Castlefield Investment team member Eleanor Walley explores the ethical credentials of Castlefield's chosen coffee blend from Daterra - a coffee farm leading the way with its sustainable ethos. Like many…
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Enhancing Reputation Through a Charity's Investment Portfolio
The Charity Finance Group published the following article in November 2022. You can view this on their website here . Charities once led the way in ethical investment. So, where are they now? PMCL's Ed Jewson shares his…
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Charity insight and investment outlook November 2022
Why the S in ESG? The case for managing the environmental impact of the companies in which we invest is clear. We are in the middle of a climate emergency that requires immediate and drastic action. Increasingly…
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Greenwash Controversy
In this thematic piece, Castlefield's Head of Research David Gorman explores how a lack of agreed terminology and standards around 'green' funds could lead to a potential mis-selling scandal somewhere down the line. The…
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Why climate leaders could offer investors lower risks
Companies who are already reducing their emissions should prove lower risk investments as the pace of regulation picks up.
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Responsible investment for Charities: High Court Judgement, Trends and Best Practice
We look at the r ecent High Court Judgement which backed two Charitable Trusts who wish to put planet ahead of profit, we then looked at current trends including active ownership and impact investing before providing an…
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Amelia Overd named as co-manager on two sustainable investment funds
We're pleased to announce that Amelia Overd will be formally named as co-manager of two of the firm's sustainable funds. From the beginning of July, Amelia Overd will be formally joining Simon Holman as co-manager of the…
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Planet v profit - rethinking ethical investment policies
Rethinking ethical investment policies – impact of Butler-Sloss v Charity Commission. A recent ruling sets out the legal principles for charity trustees exercising their investment powers – potentially empowering many…
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Castlefield celebrates 20 years of sustainable and ethical investing
Castlefield, the employee-owned financial and investment management business based in Manchester, is aiming to continue its growth as it celebrates 20 years of sustainable and ethical investing. John Eckersley, senior…
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Decarbonising the real estate sector: tackling the challenges
Blog 2 of 3 The latest Intergovernmental Panel on Climate Change (IPCC) report (AR6) finds that unless there are immediate, rapid and large-scale reductions in greenhouse gas emissions, limiting warming close to 1.5°C or…
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Charities and ethical investing
The recent High Court judgement in the case of Butler-Sloss & Others v Charity Commission has provided much needed clarity on the extent to which charity trustees can permit their objects and wider moral considerations…
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Will the green transition help or hinder economic expansion? (1)
The fortunes of all investors – charities included – are bound up to some extent with global economic growth. We look at how the transition to net zero could play out on the global economic stage over the longer term –…
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Will the green transition help or hinder economic expansion?
The fortunes of all investors – charities included – are bound up to some extent with global economic growth. We look at how the transition to net zero could play out on the global economic stage over the longer term –…
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Climate-related screening of investments gets continued ‘green light’ in new court ruling
The High Court in England and Wales has confirmed that climate-related screening of investments can be a valid approach for charity trustees, in a case brought by trustees of two large grant-making trusts. In a decision…
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Responsible Investment update - 'Don’t forget Paris'.
‘Don’t forget Paris: We’re involved in the global Say on Climate movement to introduce an annual vote at companies on whether their plans for moving to a net zero world are credible or just talk. See more details in our…
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Supporting the development of innovative solutions
This week, Cambridge Innovation Capital closed its second venture capital fund, CIC Fund II for £225 million. Cambridge Innovation Capital is focused on building world-leading deep technology [1] and life sciences…
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Momentous ruling by the UK High Court
UK High Court clarifies steps charities can take to align their investments with their values A new High Court judgement has ruled on trustees’ ability to align their investments with their charities’ values. The…
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Legal Clarity for Charities as Responsible Investors
A landmark High Court ruling allowing trustees to prioritise climate change mitigation over financial returns in investments.
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How Rathbones is playing its part in the journey to net zero
Helen Wilson, responsible business lead for Rathbones Group, outlines our strategy for delivering on our commitment to achieve zero carbon emissions by 2050 and minimising climate-related risk in our investment…
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Rathbones’ engagement with companies on ESG issues wins recognition
Our approach to responsible investing, in particular our use of proxy voting to encourage sustainable practices among the companies we invest in, has recently been recognised with two major industry awards. Share 20…
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Responsible investment – thinking about environmental, social and governance issues as an investor and shareholder – is a priority at Rathbones.
Our responsible investment report 2022 Responsible investment – thinking about environmental, social and governance issues as an investor and shareholder – is a priority at Rathbones. This year’s report on our…
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Decarbonising the real estate sector: entering the decade of implementation
The impacts of climate change are evident, with the real estate industry one of the largest contributors, accounting for 39% of global carbon emissions 1 and 40% of the UK’s total carbon footprint 2 . The latest…
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Real estate decarbonisation hinges on data and detail
This article was first published in Wealth Magazine on 3rd December 2021. View their web based version here . With building and construction activities accounting for approximately 39% of global carbon emissions and 40%…
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What is it like to be a Castlefield client
At Castlefield we find that our clients are as diverse as we are. One common interest that most clients share is using their money to do good. We adopt a unique approach to looking after money, helping clients to define…
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Launch of the latest Annual Stewardship Report
We’re delighted to launch our latest Annual Stewardship Report where you’ll find even more information about Castlefield's stewardship and engagement activities from the last year. We hope this report demonstrates the…
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UK Featured Stock Story - Blancco Technology Group
Our mission at Castlefield is to gather assets to do good. We believe that responsible business practices and sustainable products and services will allow companies to produce better investment returns over the…
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COP26: what investors need to know
COP26: what investors need to know Watch the first webinar in our ‘what investors need to know’ series, focusing on the human efforts to tackle climate change and why it matters to investors. Share 27 January 2022
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Consumer expert joins Castlefield external advisory committee
Consumer finance expert, Rebecca O’Connor has been announced as the new chairperson of Castlefield’s external advisory committee. Castlefield set up an External Advisory Committee in 2018 to provide impartial governance…
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ESG and Direct Lending
David Smart of PMCL Consulting participated in the panel discussion on ESG at the Direct Lending Outlook Europe 2022 event in November. We found the event very informative and it raised a number of issues that are very…
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Water, The Key To Life
As humans, we have a critical dependency on water to meet our direct and indirect needs. Our natural environment, biodiversity, animal life and even clouds depend on it. Civilisation as we know it is built on a reliable…
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Mayfair Capital Investment Management 2021 GRESB results
Mayfair Capital Investment Management (Mayfair Capital) is pleased to announce that its flagship fund, Property Income Trust for Charities (PITCH) has achieved a 2021 GRESB score of 76/100 and three Green Stars. This is…
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Screening investments to align with values
When looking to use money to make a positive difference, how do you decide which sectors and stocks to invest in? Does a screening policy simply exclude certain industries? How can you encourage positive investment…
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Rathbones' Investment Update - COP26: a good COP or a bad COP?
COP26 extended way beyond its intended Friday finish and well into Saturday with a deal agreed, but not without late drama. After being subject to a desperately last-minute change by India and China, important new…
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Earth convention: natural capital, biodiversity and oceans
is thought that one million animal and plant species are now threatened with extinction. Rosie Boycott chaired the panel of experts - Professor Sir Partha Dasgupta, Dr Gabrielle Walker and Tony Juniper, who discussed how…
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Rathbone Greenbank - Responsible Investing - Financing a Just Transition report - Putting people and communities at the heart of sustainable investment.
Another year of extreme weather events and a stark warning on the climate emergency from the Intergovernmental Panel on Climate Change have shown us that there has never been a more pressing time to adapt the world…
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Rathbones Charity Investment Training Webinar - Ethical and Sustainable Investment
Here we provide an overview of ethical, sustainable and impact investing and the range of approaches that charities can take…
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Rathbones Charity Investment Training Webinar - Equities – which markets?
The events of the past year have changed the course of markets and some areas have been worse affected than others. James Codrington and James Pettit will discuss the relative merits of investing in different regions…
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Rathbones Charity Investment Training Webinar - Equities selection – How to identify winners and avoid a permanent loss of capital
A thorough investment process will help you to identify future winners, as Sanjiv Tumkur and Euan MacDonald will explain. Avoiding a permanent loss of capital can never be guaranteed but a robust analysis of fundamentals…
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A Climate for Good Investment
We have long considered climate change to be the largest threat to our environment, our communities and, consequently, to the success of investment markets. For this reason, we are committed to accelerating the…
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A healthy recovery
How governments, investors and businesses can make better choices to help improve our healthcare systems in the wake of the pandemic. The Coronavirus pandemic has provided a huge setback, and indeed has highlighted the…
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Can investors change the world?
Charities are increasingly, and rightly, questioning how their funds are invested. We look at how we can all make the world a better place through our investments and the best ways to have an impact. When it comes to…
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Rethinking the economic ecosystem
How businesses, societies and investors can work together to address the major environmental and social challenges facing the world through responsible capitalism. Based on returns to shareholders since the onslaught of…
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Feeding the world
How consumers, businesses and investors can act together to embrace innovation in managing precious global food resources and take a bite out of climate change. Feeding the world’s roughly 8 billion people has a huge…
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Writing an Ethical Investment Policy
A charity’s ethical investment policy should sit within, and form a part of, the wider investment policy. With new generations of trustees joining the ranks and an increased spotlight on ethical investing, continued…
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UK Stewardship Code Signatories Latest Stewardship Report Q3
Castlefield has successfully joined a limited number of responsible asset managers and asset owners to become signatories of the Financial Reporting Council's (FRC) UK Stewardship Code. As UK Stewardship Code…
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Just the Time of Year
It’s fair to say that there is no end of things to worry investors at the moment, and we, along with many other market participants, are watching them carefully. Our Head of Investment Strategy, John Wyn Evans, talks…
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Thinking Differently
Groupthink reduces the ability of investment teams to generate ideas that are contrary to market consensus. So it's important to seek out diversity of thought in daily life. Our Fun Selection Specialist, Joseph Rowland…
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Investec accepted as a signatory of the UK Stewardship Code
We’re delighted to announce the latest milestone in our sustainability journey. At Investec, our primary goal is to help our clients achieve their financial goals. But our purpose is also to create enduring worth, living…
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Castlefield Celebrate EIRIS Foundation Million Pound Question Announcement
The Castlefield team has much to celebrate following the announcement by responsible investment charity, The EIRIS Foundation , regarding the outcome of its recent Million Pound Question. The challenge, incorporating a…
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The UK Stewardship Code 2020
Mayfair Capital Investment Management is delighted to have been announced as one of the first real estate investment managers accepted as a signatory to the UK Stewardship Code. Mayfair Capital has recognised the…
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Golf With Einstein
Right now, there remains a huge focus on the gap between what can be earned by savers on low-risk investments and the rate of inflation. Our Head of Investment Strategy, John Wyn Evans, talks about this unique…
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Climate Mitigation in Charity Investment Portfolios
How can charities manage and improve their carbon footprint when investing? To meet the UN goal of reaching net zero carbon emissions by 2050, every individual, company, organisation, or government has a role to play. At…
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Castlefield achieves highest standard becoming UK Stewardship Code Signatories
Castlefield has successfully joined a limited number of responsible asset managers and asset owners to become signatories of the Financial Reporting Council's (FRC) UK Stewardship Code. The UK Stewardship Code 2020 sets…
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Investec Weekly Digest: Commodity on Tap
In the UK, it is easy to take water for granted and treat it as worthless. But amid a series of extreme weather events around the world, the value of water is being reassessed. Fund Selection Specialist, Susanne…
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Charity Trustee Training Webinar - 3 June 2021
We are delighted to invite you to join us for the first in a series of Lunchtime Charity Trustee Training events, focused on trustee responsibilities, and how to manage the investing challenges faced by charities. The…
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Economic Outlook Webinar
2020 has been an extraordinary year for the world economy bringing change and challenge on an unprecedented scale. In this webinar we will review the prospects for 2021 and suggest an investment strategy for those…
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Report on Palm Oil
Palm oil is the most widely produced vegetable oil in the world and its extensive use in food manufacturing has transformed modern diets, reducing human consumption of other more harmful trans-fats. It’s featured within…
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Making an Impact as a Small Charity
Who said only the big are mighty? As a boutique investment manager that leads the way in responsible and sustainable investing we know that not to be true. Given our unique charity ownership, and as part of…
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Why a global approach still makes sense for charity investors seeking responsible and sustainable income
At the start of this year we wrote a blog on why charity investors should adopt a global approach in order to achieve responsible income and growth. Six months on the thesis still stands, proven by the ongoing strong…
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The issues surrounding responsible investment for charities
Many charities have led the way in ethical and responsible investing. They were pioneers of the negative exclusionary screens to avoid exposure to certain companies and sectors as well as the wider Environmental Social…
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A guide to responsible investing
The world of responsible investment is constantly moving, our guide outlines the latest developments in environmental, social and governance (ESG) investing and outlines how these are incorporated into our approach.
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Webcast: An Introduction to Thoughtful Investing
In this webcast we discuss the increasing prominence of ESG factors when investing and how to ensure your assets are aligned to your values so they are actually used to make a positive difference. We call this approach…
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Investec Weekly Digest: The More We Know... The Less You Know
Successful investing is about balancing the probabilities of a range of possible outcomes. Some market developments in the last couple of weeks are testament to the opinion that while death and taxes may be inevitable…
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Investec Weekly Digest: Unreliable Narrators
Amongst investors and economists right now, the fight for narrative dominance is between the inflationists and the deflationists. At any one time there are any number of competing narratives for us to choose from…
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Demystifying Christian ethical investment
We more than manage As a kid I wore a ridiculously bright-coloured wristband with WWJD? inscribed around it. It served as a reminder of a Sunday-school lesson on the topic of God’s sovereignty and will over my life, and…
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Investec Weekly Digest: Welcome to VUCA
Volatility, Uncertainty, Complexity and Ambiguity - a description of the current investing world. 'We’ve seen this all before' mentality may be why markets have been able to weather a number of potentially shocking…
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Investec Weekly Digest: What's Cooking?
Like cooking, investing has a library worth of books available setting out rules and strategies that 'guarantee' investment success, but which, in reality, will probably only guarantee royalties for the authors. Our Head…
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Investec Weekly Digest: Risky Business
Risk assessment plays an important part of decision-making, and in today's Covid world, governments and individuals are having to make some serious risk assessments, but what does this mean from an investment…
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Annual Stewardship Report
As thoughtful investors, we carry out a range of stewardship activities. For example, we actively vote at company AGMs on issues such as executive pay and director re-appointment. We also use our influence as investors…
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The impact of coronavirus on investment income
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Investec Webinar: Charities Taking Action in a Net Zero World (1)
How can you measure your carbon footprint within your existing operations? What steps can you take to reduce your carbon footprint and what can we learn from existing charities? How can you align your investment…
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Investec Weekly Digest: FAITal Attraction
If you were to sum up investors’ current preoccupations in just three words, they would be: Inflation, Duration and Rotation. John Wyn-Evans discusses this and more on Investec's Weekly Digest. Click below to read the…
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Market Bubbles
After the dramatic events of last year, 2021 has continued in exuberant fashion for equity markets with the MSCI World Index already up 5% year to date. Headlines have been dominated by the extraordinary tussle between…
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The Mining Carbon Conundrum
Is the sector an enemy or ally in the climate fight? As the economic picture grows stronger, we're seeing a rise in commodity prices and shares in mining companies outperforming the markets in which they are traded. Some…
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How can you be a socially responsible investor?
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Annual Review for Charities
In its Annual Review for Charities, Quilter Cheviot puts last year into perspective, with expert opinion and articles on investment, finance, and legal matters, as well as insight into the wider context within which…
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CCLA's Mental Health Benchmark
As investors, we try to be responsible stewards of our clients’ assets; we also aim to invest in successful companies. Pushing for progress in workplace mental health is a moral and economic necessity. The Covid-19…
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COVID-19 may have taken the sting out of a potential no deal Brexit tale
‘No deal’ is not on many people’s Christmas list but, given cheap valuations for both equities and sterling, it may not be quite as disastrous for investors as some have suggested.
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Reaching for the stars: a sustained rally in Hong Kong-listed stocks?
China’s first solo mission to explore Mars is set to begin in February when its Tianwen-1 probe reaches the red planet’s orbit ahead of an eventual landing of a rover on the surface. Hong Kong-listed equities could also…
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CCLA leads the investor response to Compass Group regarding failed food parcels
We are concerned by the disproportionate impact COVID-19 has had on the poorest members of our society. All children have the right to access nutritious diets to support healthy development. Our letter to Compass group…
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Socially Responsible Investing
We explore the main definitions within socially responsible investing, including environmental, social and governance (ESG) integration, sustainable and impact investing.
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Responsible Property Investing and Social Engagement - Good Money Week 2020
The social sustainability of our investments is important and we believe that we have an obligation to undertake business activities that will have a positive impact on those people who live, work and invest in those…
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Responsible Property Investing and PITCH's Ethical Approach - Good Money Week 2020
The Property Income Trust for Charities (PITCH) has always adhered to a responsible investment policy in the management and investment of the Fund, with a particular focus on the underlying charitable purpose of its…
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PITCH's Approach to Responsible Property Investing - Good Money Week 2020
Responsible investing is becoming increasingly important, but what does it mean and how does it impact investments? We will be sharing our approach to the subject this week, in support of #GoodMoneyWeek. Further details…
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Planet Papers: A responsible recovery
Can the world make positive social and environmental choices when rebuilding our economy from the coronavirus pandemic?
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Charity Matters: How sustainable business drives long-term value at Unilever
We spoke to Richard Williams, head of investor relations at Unilever, about the company’s approach to sustainability, how large corporates need to adapt to changing investor priorities, and the lessons others can learn…
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Charity Matters: Making environmental, social and governance concerns everybody’s business
What does a greater focus on environmental, social and governance goals mean for the companies we invest in on behalf of our charity clients, and how does Rathbones encourage them to uphold ESG standards? Read more
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Charity Matters: Do we need a more benign capitalism?
Embracing responsible capitalism and moving away from a ‘profit is everything’ philosophy can address issues of inequality in society and improve financial returns for investors. Read more
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We believe investment markets will be only as healthy as the people, communities and environments that support them.
CCLA has been leading engagement initiatives on mental wellbeing since 2019. Our aim is to encourage best practice in protecting employee mental health and to bridge the gap between companies and investors. The Covid-19…
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The climate for investing
Climate change has become a global emergency, with individuals, corporations, charities and policymakers increasingly recognising the urgency of tackling carbon emissions. More and more investors believe that they have…
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Environmental, social and governance (ESG) considerations
Environmental, social and governance (ESG) considerations are changing the investment landscape. Charities are consequently under increasing pressure from stakeholders to draw these considerations into their investment…
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Where’s the ‘F’ in ESG?
We too easily forget the progress that has been made on ESG over the last decade, to the extent that I suspect that we have forgotten what the ‘G’ in ESG originally stood for. It was ‘G’, for Governance, and it was…
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How do charities approach investing in line with their purpose and values?
The Charity Commission recently published a blog post that discusses how charities may approach investment in line with their purpose and values. They discuss the historic focus on gaining the best financial return…
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Sustainability. Are we all on the same page?
When it comes to sustainability are we using the same word to describe activities that are inherently at odds with each other, or not? Sustainability has become a popular word of late, however, the meaning of…
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Remembering bear markets past
Guy Foster, our Head of Research, reflects on the last two bear markets and the lessons they provide for investors today. Click on the link to read the full article…
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The Just Transition (1)
The Just Transition is an idea that emerged out of trade union movements, has been advocated by environmental justice groups, and has resonated across the political spectrum. So much so that COP 24 in Katowice, Poland…
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How Endowments and Foundations can approach the world of repsonsible and sustainable investing
David Osfield shares his responses from a recent interview with a climate change consultant. - See more at: https://www.civilsociety.co.uk/finance/david-osfield-how-endowments-and-foundations-can-approach-the-world-of-re…
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Active or Passive: Which strategy is suited to ESG investing?
With more than half of the net £1.3bn invested in sustainable strategies in January being allocated to a single tracker fund, the debate surrounding whether active or passive strategies are better suited to ESG investing…
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The Future of Road Transport
Transport is key to providing people with the access that they need to lead full and involved lives and therefore plays an important societal role. However, in order to be sustainable, transport needs to do more than…
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Writing a responsible investment policy statement for charities
Writing a responsible investment policy can be daunting and offering advice in this area is not always straightforward, given the subjective nature of the task. From our experience of working with numerous charities, we…
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How can charities approach responsible investing for the first time?
Whilst it is not yet a regulatory requirement for charities to invest responsibly and sustainably, it is becoming a topic of increased interest for charity investors, their supporters and their beneficiaries. However…
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ESG Investing for Endowments and Foundations
David Osfield, Fund manager at EdenTree with responsibility for managing investments globally for charities, was recently interviewed by a climate change consultant on the topic of embedding environmental, social and…
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Divestment and engagement: different shades of green
Climate change is not a new phenomenon, but having been passionately debated for a number of decades there has, more recently, been widespread acceptance that it is happening. Arguably one of the most important steps in…