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JM Finn special report: India – a unique emerging market
Read our insight into this rapidly changing economy, based on a recent research trip to India.
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Why families and charities are aligning giving and investing
This article is designed to be thought leadership content, to offer big picture views and analysis of interesting issues and trends that matter to our clients (1) . It is not designed to be taken as the preferred view…
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SpaceX on course for record-breaking IPO
The hype around a potential SpaceX flotation is building fast, and with good reason. Elon Musk’s aerospace group has become one of the most prized private assets in the world, and any listing would not only rank among…
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Corporate earnings wield ultimate influence on markets
Despite geopolitical events dominating headlines, corporate earnings remain the key driver of markets, writes Andrew Mann.
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Are you achieving cognitive diversity on your board?
from Laurence Gagen Partner, Head of Charities At a glance The goal isn’t a box ticking exercise around diversity, but rather diversity of thought that strengthens decision-making. Charity boards can drift toward similar…
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Charities InFocus - Issue 16 Autumn 2025
Navigating change and inspiring innovation
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Market Perspectives April 2026
Welcome to our April edition of 'Market Perspectives', the monthly investment strategy update from Barclays Private Bank. In the following chapters, we look at how the Middle East conflict might reshape long-term…
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How war in the Middle East is reshaping UK interest rates
Two weeks on since our last commentary, our cash team share an update on the economic impact of the Middle East war following recent escalations. With the Bank of England poised to react and markets navigating…
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Rising inflation and a hawkish turn on interest rates - with consequences for treasury management
We look at how higher inflation and rising interest rates driven by events in the Middle East could impact treasury management.
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Market update: Conflict in the Middle East
The weekend’s events and ongoing conflict in the Middle East have caused disruption and concern across financial markets and, more importantly, in the daily lives of those in the region, and our thoughts are with all…
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Middle East tensions put markets back on alert
Investors have learned to live with geopolitical noise in recent years, often to the point of complacency, but the escalation of conflict in the Middle East has acted as a fresh stress test for markets that were arguably…
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Market update: Conflict in the Middle East (1)
The weekend’s events and ongoing conflict in the Middle East have caused disruption and concern across financial markets and, more importantly, in the daily lives of those in the region, and our thoughts are with all…
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UK Economy Outlook: brighter days ahead?
I spent February half term in the French Alps, smothered by a thick snow cloud for most of the week. In contrast perhaps, the clouds over the UK economy are beginning to thin, and for the first time in a while there…
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Q4 2025- House Report - A Focus on Quality
As we move into the final quarter of the year, after a period in which markets have been dominated by the share prices of lower quality companies, in areas such as unprofitable technology and “meme” stocks, we believe…
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Q4 market review
After growing at an above trend pace over the previous two quarters, global economic activity seems to have decelerated in the last quarter of 2025, led by a slowdown in China. Nonetheless the global economy - and…
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Patience pays: why quality shares outperform in the long run
Quality shares’ performance has been hard to predict from one quarter to the next. But in the long run, their outperformance, of the broader market and of growth shares, has been significant. Find out why in our latest…
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Outlook 2026 event: The interpretation game
Our flagship annual Outlook event took place in the remarkable St George ballroom at The Peninsula London. Over the course of a thought-provoking evening, our clients heard from Andy Haldane, former Chief Economist at…
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Q1 2026 Global Outlook: As goes AI...
Artificial intelligence is now the most important driver of growth in the world’s largest economy and is delivering remarkable results. According to our analysts, despite headwinds from a trade war dampening US consumer…
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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 short‑term interest rates have tended to favour the FTSE 250 over the FTSE 100. A move lower of around 140…
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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 interesting issues and trends that matter to our clients 1 . It is not designed to be taken as preferred view from…
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Global Outlook - November 2025
n this video, Bill Dinning, Chief Investment Officer, reviews the strength of global equity markets, driven by solid Q3 earnings growth across major regions. He highlights the dominance of the Magnificent Seven in US…
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W1M Fund Managers discuss Capital Cycle Strategy with Value Investor Insight
W1M’s Christopher Garsten , Charles Glasse and Charles Walker explain the bottom up approach that points them to out-of favor European ideas, why the market is slow to come around to what they find interesting, the risks…
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The ongoing impact of US policy on global markets
Global equity markets enjoyed a strong quarter, reaching fresh highs despite continued uncertainty around US trade policy. Corporate earnings proved resilient, economic data beat expectations, and long-term growth themes…
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ESG Overview 2025
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an ESG overview of the Fund.
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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 financial distress. That perspective can be limiting. When approached at the right time and for the right…
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A rate cut delivered - where are short term yields now?
We got the expected rate cut yesterday (8 th August), at the second time of asking but the closeness of the vote and Bailey's subsequent comments saw it interpreted has a hawkish cut. The committee was split, four to…
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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 the first half of 2025, as well as take a view on the coming six months and beyond. Unsurprisingly, the…
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Case study: Strategy day leads to key appointment
Background The European College of Equine Internal Medicine (ECEIM) was established in 2000 to advance equine internal medicine in Europe and increase the competency of those who practice in this field. In 2010 it became…
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Property Market Update
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an overview of the property market.
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Accelerating innovation together – The purpose and vision of the Stephen Lloyd Awards
In 2015, a small group of people set out on a journey driven by passion and a shared vision, paying tribute to a man who inspired many, to help forward-thinking innovators move forward. This marked the beginning of the…
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Insuring a more sustainable future
This article is designed to be thought leadership content, to offer big picture views and analysis of interesting issues and trends that matter to our clients 1 . It is not designed to be taken as the preferred view from…
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Winning a loser’s game - are we at peak passive?
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Employment considerations for merging charities
Charity sector press is full of news of mergers between charities. The government’s autumn budget placed extra burden on employment-related costs, including changes to national insurance, as well as the usual April…
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Near Zero
In the film, Oppenheimer, the scientists discuss the possibility that the Trinity atomic test could destroy the world. They conclude that the chances are “near zero.” “Zero would be nice,” responds the alarmed General…
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London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone
Following the merger of London & Capital (“L&C”) and Waverton Investment Management (“Waverton”) in July 2024, the company announces today that it will be consolidating its brands under a new name, W1M.
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London & Capital and Waverton Investment Management officially combine as W1M
London, 2 June 2025 -- London & Capital (“L&C”) and Waverton Investment Management (“Waverton”) officially become W1M today. This follows the announcement in March that the two brands would consolidate under this new…
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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 modern slavery in their operations and supply chains. The pilot benchmark assesses the efforts of the 100 largest…
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Spring Seminars 2025 - TEARING UP THE RULEBOOK
Today, the principles of free trade and market competition face profound challenges from shifting geopolitical alliances and economic fragmentation. Are we witnessing the emergence of a new global order, or merely a…
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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, formalised on 'Liberation Day', 2nd April. This edition of the Sarasin House Report explores the global and…
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Can the UK reach a trade deal with the EU?
Can the UK reach a trade deal with the EU?
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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 scrutinised – since Franklin D. Roosevelt took office in 1933. Top of the then-newly inaugurated president’s…
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Offshore ambitions: China’s outsized role in decarbonising the world
In the Chinese zodiac, the snake is often seen as a symbol of transformation. As the Year of the Snake gets underway, and we move deeper into the so-called ‘Asian Century’, China continues to evolve as an increasingly…
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Diversity, equity and inclusion: Opportunities despite the backlash
Pushback against diversity, equity and inclusion (DEI) initiatives has been simmering since 2023, culminating recently with the actions of the Trump administration in the US. We believe that DEI does not hurt…
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Global Market Review – March 2025
Worries that plagued US equity markets in February spread to other areas throughout March, as concerns intensified over the potential impact that President Trump’s reciprocal trade tariffs might have on the global growth…
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Global Market Review – February 2025
Amid a backdrop of weakening US economic sentiment, bond yields fell, and US equity markets sold off in February, driving global equities lower and reversing almost half of the gains seen in the previous month. A…
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Case study: Fundraising towards Net Zero
By Laura Treneer The Church of England continues towards its 2030 net zero ambitions, not least through the national Demonstrator Church project. Every diocese has the opportunity to nominate a church for national…
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Global Outlook Video - March 2025
In this video, Bill Dinning, Chief Investment Officer at Waverton, discusses recent market volatility, with U.S. stocks experiencing declines. He explores the possibility of a recession and uncertainty surrounding…
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Market Perspectives March 2025
Welcome to the March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look at how US trade tariffs and higher-than-anticipated…
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2023 Q2 Commentary: Simply the Best?
Whether browsing the financial press, reviewing proposals from discretionary investment managers or comparing fund factsheets, it seems that all managers are able to make the claim that their investment performance is…
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2024 Q1 Commentary: Facing Up to Reality
The persistent effect of inflation on investment returns is obscured by the money illusion of nominal returns. This article explores the recovery timelines following periods of market stress, revealing how inflation…
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What could derail the Bank of England’s plans for 'gradual' rate cuts?
In an interview in the Financial Times in December, Bank of England (BoE) Governor Andrew Bailey offered a less guarded outlook on the trajectory of interest rates for the coming year. He acknowledged the uncertainty…
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Global Market Review – January 2025
Higher-than-expected corporate earnings revisions helped drive global equities to a 4.2% gain during January, which proved to be a strong month across major asset classes. Europe saw the strongest equity market returns…
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New Year, New Financial Goals – Where to Start?
The start of a new year brings fresh opportunities to reflect, plan, and set your Charity up for financial success. Whether you’re looking to stabilise your cash flow, grow your impact, or improve financial management…
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How to be the inventor of your own future
By David Saint I run a lot of Board awaydays, very often as part of the strategic planning process, and a recurring theme is just how hard it is to take the long-term view and imagine what we would like the world (or…
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Market Reflection and EFG Harris Allday View
2024 has been another eventful year for global economies and financial markets. Key themes have included the commencement of central bank cutting cycles, the continued dominance of the artificial intelligence (AI) theme…
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Global Outlook Video - January 2025 - document
This document shows the charts that we think are particularly useful to help us determine where we are in the economic cycle and what the outlook is for markets. The topics covered are as follows: Summary of our views…
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Global Outlook Video - January 2025
In this video, William Dinning, Chief Investment Officer, discusses the factors driving market volatility at the start of 2025. He explores the global rise in bond yields, the outlook for inflation, and the implications…
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Far From the Finishing Post – Gabrielle Boyle & George Viney (Troy)
Gabrielle Boyle and George Viney co-manage Troy’s Global Equity strategy. We discuss why the market persistently underestimates the compounding power of rare and exceptional companies, the importance of recognising one’s…
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Case Study: Strategic Awayday – Actors Benevolent Fund
“Felicia was excellent. She delivered everything I hoped she would and more. Everybody has given really positive feedback. It’s enabled us to reach agreement on our strategic direction and build relationships.” Alison…
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Charity Marketing – Part 4: Public Relations – a nice to have or a fundamental piece of your armoury?
By Kate Nicholas Public relations (PR) or communications is perhaps one of the least understood of marketing disciplines. Often dismissed as a rather ‘fluffy’ nice to have, PR is, in fact, one of the most critical…
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Managing Partnership Disputes: A Guide for Charities in England and Wales
Partnerships are a common and often successful organisational structure in England and Wales, particularly among small and medium-sized enterprises (SMEs). The collaborative nature of partnerships allows for shared…
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5 minute video update from Freddie Lait on Latitude's multi-asset strategy
The multi-asset and absolute return sectors have struggled with redemptions over the last 3 years, but Latitude Horizon is one of just 10% of funds to see inflows . Here’s a five-minute video which recaps what we have…
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INGO structure models for a fast-changing world
By David Bull The emerging “crisis” facing International Non-Governmental Organisations (INGOs) centres around the power relationships between INGOs and the communities they work alongside. These power dynamics include…
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Some useful advice.
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5 ways to improve your organisational planning
Good organisational planning covers a number of facets, from strategic planning to management, communications and evaluation. As an overview, we’ve compiled insights from six Action Planning Associate Consultants, with…
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Responsible Investment Stewardship 2023
Waverton is committed to integrate sustainability throughout the business. Our sustainability strategy consists of four pillars: Responsible Investment, People & Wellbeing, Environment and Community. We recognise we have…
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Meeting an MP? The one question you must be ready for (1)
By Claire Mathys Any change of Government or Prime Minister brings with it new faces for campaigning organisations to meet and win over. It’s vital that you grasp the opportunity and make a strong first impression…
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Japan: The butterfly effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacific Equities, examines the causes of this market volatility and the potential implications for investing in…
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Time for Tennis
When consistency of returns means more than points.
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FJ brand video
You can view our brand video here .
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Market Perspectives April 2024
Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we have a special focus on India in light of the country’s thriving…
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4 lessons from supporting 5 social enterprises - simultaneously
As my work supporting five social enterprises to become more adept at marketing and business development comes to an end, I’ve been reflecting on what I’ve learnt. It’s been a brilliant experience. And I feel proud to…
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Your Guide to the Boardroom in 2024
Admincontrol' s essential guide to the global trends shaping boardroom agendas helps board directors focus on the critical issues requiring strategic focus and foresight in 2024.
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5 Investment themes for 2024: Opportunities after ‘The Great Escape’
In the classic Second World War film ‘The Great Escape’, the odds of Allied prisoners of war escaping captivity were long. Nonetheless, the prisoners hatched a plan and while 76 fled, only three made it to freedom.
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Charities and Artificial Intelligence: Understanding the opportunity and strategic implications
Generative AI is the present and the future, but with opportunities comes risk. Have you considered how can AI help your charity, staff and stakeholders? Is it a threat? Will it cost jobs? What happens to critical…
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Top tips to set you on the road to net zero
What does net zero actually mean? The UK Government has pledged to achieve ‘net zero’ by 2050. That means that all the greenhouse gases (GHGs) emitted by human activity will be matched by removing the same amount from…
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Building on COP28 – next steps for the charity sector
By Tim Glynne-Jones Another United Nations climate summit has been and gone (that’s 28 now), so what has been achieved? And how can charities build on the outcomes of COP28 to continue driving forward measures to curb…
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Has your Board had its MOT?
My car had its MOT last week and, at the same time, I had my NHS well-woman check, double whammy, and raising concerns as to whether the machinery is working as it should be…? As I sat in the waiting room (or one of…
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An ESG Christmas Carol
Let Dr James Corah, CCLA’s Head of Sustainability, take you on a journey through ESG past, present and future in his adaptation of 'A Christmas Carol' by Charles Dickens.
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Launch of the CCLA Modern Slavery UK Benchmark 2023
The benchmark assesses the largest UK companies on how they are taking steps to eradicate modern slavery in their operations and supply chains. We believe investors have a key role to play in helping companies deliver…
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Free advice - resist change!
In Paul Johnson’s book, ‘ Follow the Money ’ he explains that all governments know the top three things they should do to create a successful, growing economy. They are: 1. respect the law and international treaties, and…
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Unlocking the power of customer experience (CX) for non-profit leadership
By Faith Chrisp How seriously do you consider your customers’ perception of your organisation? While customer experience (CX) is typically associated with the business world, its principles apply just as much to…
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Christmas planning: plan like a church leader if you want to reach churches
By Laura Treneer January may be the start of the calendar year, but for many church leaders the real launch month is September: new courses, new children’s group, new volunteers and hopefully new wind in the sails after…
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An interview with Stuart Dawks, CEO of PECT
Meet Stuart Dawks , CEO of PECT, an environmental organisation working in education, natural environment, waste and responsible resource use, health and wellbeing. I was particularly interested to chat with Stuart…
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An interview with Adam Bastock, Founder of Small 99
Meet Adam Bastock, Founder of Small 99 , a business offering carbon reduction plans for companies of up to 20 employees. I first came across Adam via the fantastic ‘People Planet Pint’ networking community that he’s set…
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An interview with John Shaw, Founder of Chiltern Rangers
Meet John Shaw, Founder and MD of Chiltern Rangers , a social enterprise in Buckinghamshire focusing on two things: community and conservation. John and I chatted as part of my quest to understand Social Enterprise’…
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An interview with Dan Sherrard-Smith, CEO of Mother Tree
In the first of my discussions on social enterprise business models, I chatted with Dan Sherrard-Smith CEO and founder of MotherTree , a company that makes it easy for busy professionals to go green and save money by…
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Social Enterprise business models - how does yours work?
Author: Ned Wells, Director at Cicada Consulting Email: [email protected] ----- In the summer of 2023 I found myself getting increasingly irked that so many organisations doing socially or environmentally-positive…
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Investment Insights Q4 2023: Higher for longer
The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But the welcome fading of these shocks doesn’t mean that we’re returning to an environment just like the one before they hit.
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Castlefield In the News
Part of our role as the Thoughtful Investor ® involves raising awareness and speaking out about environmental, social and governance (ESG) issues that may be relevant to our clients. As a result, Castlefield Co-owners…
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Launch of the CCLA Corporate Mental Health Benchmark Global 100+
The CCLA Corporate Mental Health Benchmarks provide a window into how more than 200 of the world's largest listed companies approach and manage workplace mental health, based on their published information. Fully…
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Sustainable cities: Building for the future
By 2050, the cities of the world are expected to be home to more than two-thirds of the world’s population 1 and produce 85% of global economic output 2 . Although they occupy around only 2% of total land, cities are…
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Charities and businesses working together for mutual benefit: what this might look like
The idea of achieving purpose alongside profit has been part of the business world for centuries, but the importance placed on it has reached new heights in recent years with an increased focus on ESG (Environmental…
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Climate and energy scenarios: exploring risks and opportunities
We have modelled three climate and energy transition scenarios to inform our investments and help us communicate risks to clients and regulators We did so by considering ways the world could change and people with it…
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Bank of England hits the brakes
In a surprise move, the Bank of England (BoE) has decided to pause its recent run of rate rises, opting to keep the base rate on hold at 5.25%. It brings the curtain down on an historic hiking cycle, that had seen 14…
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Upfront: Episode Three
Financial journalist Cherry Reynard, intermediary client manager Megan Rooney, head of European equities Stephen Paice and investment manager Katherine Davidson discuss the case for emerging market bonds, fashion…
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Global Outlook Video - September 2023
Chief Investment Officer, William Dinning addresses one of the big questions the market is tackling at the moment: are we going to see recessions in the developed world, or will there be a 'soft landing'?
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Market Perspectives September 2023
Welcome to our September edition of “Market Perspectives”, the monthly investment strategy update from Barclays Private Bank. In our regular chapters below, we look at what impact a peak in US interest rates, which seems…
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Christmas planning: plan like a church leader if you want to reach churches (1)
By Laura Treneer January may be the start of the calendar year, but for many church leaders the real launch month is September: new courses, new children’s group, new volunteers and hopefully new wind in the sails after…
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The key to harmonious strategy development
By Tim Jeffery Healthy, effective organisations have one vital thing in common: clarity of direction. Whilst the word ‘strategy’ gets used in different ways, the fundamental role of strategy is to set a clear direction…
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Case study: Turning inspiring vision into practical steps
Background: BANG is a youth-focused organisation that encourages young people to become community leaders who will build sustainable communities, diverting vulnerable, at risk young people away from crime and negative…
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Beating FOMO at a conference: which seminar to choose?
With some major conferences coming up, Laura offers her tips for getting the most from the menu of speakers 1 Choose good speakers over favourite subjects: If they’re that good it’ll be worth hearing them whatever…
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Navigating strategic change: Striking the balance in nonprofit organisations
By Andrew Middleton Change, an undeniable force, shapes the journey of nonprofit organisations. While often a sign of progress, change for change's sake can be a perilous path. Nonprofits must tread carefully to avoid…
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2023 Social Impact Report
Charity Bank, the loans and savings bank for social good, is proud to unveil its 2023 Social Impact Report. The report showcases the remarkable achievements and transformative impact of Charity Bank's loans on UK…
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Bank of England slows hiking pace
The Bank of England (BoE) has announced a 14th consecutive rate rise, taking the base rate to a 15-year high of 5.25%. The decision heaps more pain on borrowers in an already difficult year, but there are at least signs…
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Positive Change Impact Report
If you wanted to change the world for the better, how would you do it? And then, how would you know if you were succeeding in your aim? Because you would have to measure your impact to be sure of the difference you were…
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Kingdom KPIs – What the Bible tells us about measuring success
By Kate Nicholas One of the most important parts of strategy development is the identification of Key Performance Indicators (KPIs), against which we can measure our success. As management consultant Peter Drucker…
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Swiss Life Asset Managers signals UK expansion plans with Mayfair Capital rebrand
Mayfair Capital Investment Management Limited, the specialist UK real estate investment arm of Swiss Life Asset Managers, has rebranded as Swiss Life Asset Managers UK. The rebranding follows the acquisition of Mayfair…
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Appreciative Inquiry: a positive approach to problem solving
By Simon Claridge Problem solving is an important attribute for any charity leader, or indeed consultant. Historically, however, and with the best intentions, the tendency has been to tackle problems in a formulaic…
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How can small charities create bigger impact?
By Kathryn Slack Impact can be a little Marmite: some embrace it as the core of everything they do; others push it away as a vague concept they find difficult to define. If you’re the latter, it may be time to think…
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Fundraising review - is it time well spent?
By Emma Goulds If you’re in the throws of leading a charity or social enterprise, it can feel hard to justify carving out the space to pause and review your fundraising strategy or toolkit. After all, it would mean…
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Positive Conversations 2022
Key Points Responsible business practices help deliver sustainable long-term growth and address global challenges This report details the type of discussions we have with companies about their business practices From our…
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Q1 Market Insight
At the end of the first quarter of the year, Guy Foster, our Chief Strategist, looks back at the events that have shaped the markets over the past three months. Download Insight_Q1_2023_Quarterly_Review.pdf
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How does the banking crisis impact the market outlook in 2023?
Although markets appear to have regained some composure, it has been an unsettling period for investors. The spectre of a systemic banking crisis has created significant volatility in equity and bond markets in the wake…
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How to Align Your Personal and Organisation Goals
Knowing how to set organisation goals and align them with personal goals can increase productivity, impact, and employee motivation. Organisation goals don’t always have to reflect the personal goals of the employees…
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Inside the mind of an investment manager
By Mark Hinds Branch Manager & Investment Manager, Charles Stanley Norwich It already feels like we are overwhelmed with change. A pandemic, Putin’s invasion of Ukraine, The Queen’s passing, two new Prime Ministers…
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Investing for Global Impact
We’re delighted to unveil the ninth edition of the ‘Investing for Global Impact: A Power for Good’ report. Developed by Campden Wealth, in partnership with Barclays Private Bank and Global Impact Solutions Today (GIST)…
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Actual ESG
Partner Stuart Dunbar visits a vertical farm to explore how our thinking about environmental, social and governance factors helps us back great growth companies to tackle big problems
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Positive Change Impact Report. 5th Year. 2021/2022
This report marks five years of the Positive Change investment strategy. Once again, 2021 has been another tumultuous year. The global pandemic has dragged on, with its disruptive effects compounded by geopolitical…
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Climate change: take our climate change survey
Our new survey aims to help us understand the current state of environmental sustainability in the charity sector and help us find new solutions to climate change
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What is ESG?
Environmental, social and governance (ESG) factors are non-financial considerations that inform investment decisions based on an assessment of the risks these factors pose to investments. ESG is not only about what a…
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Investing in the energy transition
Renewable energy
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The year ahead – economic recession, market recovery
Amid one of the most widely anticipated recessions ever, Ben Funnell, Head of Investment Solutions at CCLA, finds some rays of hope in the year ahead.
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Industry consultation
CCLA is undertaking a survey of the not-for-profit sector. We want your views on the issues that are most critical to your investment goals, your expectations of your investment manager for supporting your goals and the…
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Charity reviews – how to spot a good one
By Felicia Willow, Action Planning Associate Consultant I spend quite a bit of my time doing reviews. I do organisational strength reviews, governance reviews, crisis reviews and structure reviews, to mention a few. As…
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Charity Investment Forum: watch the replay
With the threat of recession and social inequality on the rise, the challenge of growth for charities has never been a more important topic. At this year’s Charity Investment Forum, experts shared their views on how this…
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What is the scale up visa
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Social capital - reporting and measuring
For trustees, social investment offers an opportunity to align a charity’s investment strategy with its charitable goals. Bringing about social change, from alleviating poverty to tackling discrimination to preventing…
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Castlefield Insights Winter 2022
Welcome to the final Castlefield Insights quarterly newsletter of 2022. Within this last issue of 2022 we cover a number of ‘big events’ – from the UN’s recent climate conference COP27 and the women’s success at the…
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ESG strategy for Social Purpose and Non Profit organisations
Social purpose and non profit organisations hold themselves to high ethical standards and are often held to a higher standard than other sectors by the general public. As expectations and regulations change worldwide and…
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Charity Sector Cost Of Living Crisis - Latest Monthly Update And Forecast Of The Impact On Charities
Key Factors - The Cost of Living Crisis Is Very Different To Covid Our predictive model is based on our Covid data, but is forecasting a much deeper and longer impact, and that which charities will be most impacted will…
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Does what matters get measured?
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Mayfair Capital Investment Management 2022 GRESB results
We are pleased to announce that The PITCH Fund received its 2022 GRESB results in October, where PITCH maintained its 3 “Green Star” status, achieving a score of 75 out of 100. This year the Fund was placed in a larger…
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Five steps for boards to optimise social impact
Delivering positive social impact is what all social ventures are focused on achieving – but it won't happen unless you are clear on the basics of what you are aiming to change, who you want to support, how much impact…
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Meeting an MP? The one question you must be ready for
By Claire Mathys Any change of Government or Prime Minister brings with it new faces for campaigning organisations to meet and win over. It’s vital that you grasp the opportunity and make a strong first impression…
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Investing in tomorrow: Shoosmiths' ESG reports
In this series of reports, we share some of our own thinking, as well as that of our clients and other experts, on how consideration of Environmental, Social and Governance factors will increasingly impact the way we all…
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Podcast series: Journey through a contract, Episode 9 - Modern Slavery
Modern Slavery Episode 9 of our Journey Through a Contract sees Priti Bansel-Branch and Rida Sheikh look at Modern Slavery. Priti and Rida discuss Modern Slavery, the Modern Slavery Act 2015 and why it was introduced…
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Podcast series: Journey through a contract, Episode 4 - 'Subject to contract'
Subject to Contract Episode 4 of our Journey Through a Contract sees Priti Bansel-Branch (Principal Associate) and Joel Murphie (Associate) discuss the phrase 'Subject to Contract', which is a phrase that's not always…
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Podcast series: Journey through a contract, Episode 1 - Commencement dates and effeceive dates
Episode 1 of Journey Through a Contract sees Joel Murphie (Associate) and Priti Bansel-Branch (Principal Associate) take you through the basic commercial principles of Commencement Dates and Effective Dates. Listen to…
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Non Profits: Improving efficiency and productivity
Recent surveys carried out on the state of the charity sector show a fall in income, reserves and cashflows, with a concern reflected by some that many charities will not survive the current challenges the sector is…
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Rathbones - Investment Update video: 'When the facts change'
Investment Update video: When the facts change Rathbones’ co-chief investment officer Ed Smith explains that worsening economic data suggests that an American recession is now more likely than not. Share 18 August 2022…
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‘No ifs, no buts’ – our assessment of the latest Bank of England rate decision
Following the 0.5% increase in the Official Bank Rate, we discuss the Bank of England’s Monetary Policy Committee’s ongoing commitment to the 2% inflation target despite forecasts that the Consumer Prices Index could…
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Rathbones Investment Update: When the facts change
An American recession is now more likely than not. A broad decline in leading indicators steers us to be yet more defensive, but there are both bullish and bearish arguments to be made. Share 12 August 2022 In our last…
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Stewardship Update - how we use our voting power to make a positive change
Our stewardship activity has been steadily picking up over the quarter as meeting season begins. We have seen success with some of our collaborative engagements and noted a growing number of ESG related shareholder…
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Recession? What kind of recession? Investment Insights Q3 2022
No two downturns are the same – each is unhappy in its own way Echoes of 1952: comparing the Jubilee and Accession years Is bad news making corporate bonds more attractive? Changing the world by proxy – what is proxy…
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BlackRock Charity Insights: Spotlight on UK Equities
Hear from Magda Kielek, Product Strategist, for our UK Fundamental Equity team in conversation with Robert Hayes, Investment Director for our UK Charities and Endowments business. In this webcast they discuss the outlook…
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Stewardship Update - how we use our voting power to make a postive change
Our stewardship activity has been steadily picking up over the quarter as meeting season begins. We have seen sucess with some of our collaborative engagements and noted a growing number of ESG related shareholder…
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All Medicine, No Sugar
At some point, the pain in financial markets and the increasing weakness in real economies will force central bank policies to pause. Our Head of Investment Strategy, John Wyn Evans, talks about this unique perspective…
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Remote Hearings: Access to Justice - improvement or a constraint?
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Developing a culture of monitoring, evaluation and learning
Developing a culture of monitoring, evaluation and learning Is your organisation struggling to get everyone on the same page with the need for monitoring and evaluation? Perhaps you have reams of data and are not sure…
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Hi Ho Silver Lining
Investors are asking what could go right. So what events could calm concerns in the market? Our Head of Investment Strategy, John Wyn Evans, talks about this unique perspective and more on Investec's Weekly Digest. Click…
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Case study: Helping a well founded charity step up to the next level
Background Since its foundation as a charity in March 2019, CEASE, the Centre to End All Sexual Exploitation, has achieved much to be proud of, especially as a young charity in a tough economic environment. CEO Vanessa…
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PITCH completes Supermassive letting in Guildford
Supermassive Games, an independent video game developer, has signed a lease for 17,382 sq ft of office space across the ground and second floors at 65 Woodbridge Rd in Guildford town centre. This deal, completed on…
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Mayfair Capital doubles down on UK offices with fourth Solihull acquisition
The Property Income Trust for Charities (PITCH), managed by Mayfair Capital Investment Management, has acquired T1, a well-connected and thematically aligned office asset in Solihull. The property is a modern…
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The Just Transition
The crucial context for the Just Transition is a need to decarbonise the global economy at an unprecedented rate. In this RI Expert Brief, we explore what the Just Transition means in practice, why it is so important…
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Cautionary Tale of Averages
While we pay heed to averages compiled over many cycles, we also acknowledge that they are just averages, and that every cycle will have its own nuances. Our Head of Investment Strategy, John Wyn Evans, talks about this…
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Top tips when considering a charities merger
By Catherine Rustomji, Partner and Head of Charities, Shakespeare Martineau There has been an increase in charity mergers in recent years, and whilst the pandemic is perhaps the obvious reason, it is unlikely to be the…
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Are you prepared for a challenging insurance renewal?
The insurance market, essential guidance ahead of your organisations insurance renewal… The next time you renew your organisations insurances, you are likely to experience higher than expected insurance quotes and…
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Collaborative working made simple
The pandemic has made many charities reconsider their ways of working. Are existing models the best ways of delivering for beneficiaries who are there better more impactful models? One strategy being explored by many is…
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Why we think profit and purpose need not be distinct
Portfolio Manager, Tom Saville, writes about why profit and purpose need not be distinct. Click on the link below to read the full article.
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Liberté, Fraternité, Égalité… Normalité?
We don’t expect the first quarter earnings, in aggregate, to have been too bad, although rates of growth will have decelerated from the heady levels of the post-pandemic recovery, especially if one looks at…
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France Decides
With an election on the horizon, will we see a bigger ideological divide between Europe’s two largest and most influential economies? Our Head of Investment Strategy, John Wyn Evans, talks about this unique perspective…
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Tipping point
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To merge, or not to merge?
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Ruffer Review 2022
Read the latest version of our Ruffer Review. We explore how turbulence lies ahead for investors as inflation volatility sets up to be the biggest challenge for investors in a generation. We also discuss risk and its…
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Ruffer Review 2021
Read our 2021 edition of the Ruffer Review. In it we explore the fate of traditional balanced portfolios, our latest big picture thinking on regime change and inflation, as well as fresh perspectives on trust, belief and…
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Mayfair Capital furthers commitment to warehousing with new acquisition
1 March 2022 Click here to view the full PDF version, Mayfair Capital furthers commitment to warehousing with new acquisition. The Property Income Trust for Charities (PITCH), managed by Mayfair Capital Investment…
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This is not an economic rerun of the 70s
Classic hits are on the radio, platform boots are back in fashion, oil prices are soaring and inflation is alarmingly high. But stagflation doesn’t look like it will make a comeback. Investment Insights This isn’t an…
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'Platforms are back, but not stagflation'.
Why we don’t see an economic rerun of the 70s: a preview of the lead article in this quarter's Investment Insights, which is coming soon. Share 29 March 2022 Some of our older readers may be experiencing some…
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How to review your finance function
Mark Salway (Managing Director) and Marcus Lees-Millais (Manager, Financial Sustainability) from our Nonprofit Advisory team talk through how to review your finance function focusing on people, process and procedure…
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Peering Through the Fog of War
What the market is still trying to evaluate is whether the combination of input cost squeezes and monetary tightening will result in an “official” economic contraction. Our Head of Investment Strategy, John Wyn Evans…
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Is the Bank of England losing control of inflation and the yield curve?
2022 is an important anniversary for the Bank of England (BoE). It represents 25 years since the Blair government gave it operational independence over monetary policy and the ability to set interest rates. One of the…
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How can charities navigate another crisis?
Have you recently sat in a charity strategy or finance meeting and discussed the horrific situation developing in Ukraine and the humanitarian disaster? If you have, you are not alone. Here are a few steps to consider.
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Walking in Partnership: reflecting on key issues affecting charities operated by Religious Orders
National law firm Stone King has joined forces with accountancy firm Buzzacott for a three-part video series exploring numerous pertinent topics affecting charities operated by Religious Orders. Tim Rutherford , head of…
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Thinking the Unthinkable
We are now well into day five of Russia’s invasion of Ukraine, and the outcome remains unclear. Markets are experiencing increased volatility, with moves dependent upon the latest news and we expect that this will remain…
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The Less You Know...
Geopolitical crises are in the spotlight but investors must stay calm in the face of potential war in Ukraine which may disrupt economies and supply chains. Our Head of Investment Strategy, John Wyn Evans, talks about…
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Business, Planning Reality Checklist
For your business plan to work, you need to be able to confidently answer 'yes' to each of the questions below. That's about making an objective assessment of each. Our plan includes everything that's important to us…
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Margin Matters
Looking back through some of the references to margins made by companies reporting over the last few weeks, recorded in our internal morning meeting minutes, and, so far, the overall mood is relatively relaxed, although…
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Snakes and Ladders
Companies whose current valuations depend heavily on profits that will be generated well into the future remain highly vulnerable on the stock market. Market commentators are always looking for metaphors or analogies to…
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The Art of Adaption - Investment Lessons from the Pandemic
From the financial impacts to the operational challenges, many charities are still facing significant hurdles and are having to adapt to continue supporting their beneficiaries. The importance of adaptability during the…
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Climate change: what investors need to know
Climate change: what investors need to know In the second of our ‘what investors need to know’ series, we take a look at GDP as a measurement of economic success, delve into the energy crisis and discuss what a…
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It’s time to Get Real
As a society, we are all interested in change for the better. Charities are particularly focused on the practicalities of driving fair social and economic progress. The road ahead of us often appears fraught with…
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Don't Look Up
It appears that market composition and company profitability justifies the current performance of equities. However, we must monitor the markets closely as we can't always be so sure. Our Head of Investment Strategy…
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Being Brave
We live in a world where distribution – through technology, communication and transport – dominates. We must be ready to spot new opportunities in the markets. Our Chief Investment Officer, Stacey Parrinder-Johnson…
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Balancing Acts
There were limited signs of hesitancy last week when several central banks released the results of their latest deliberations. Whether we like it or not, we are currently faced with difficult decisions about how to act…
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Lingering inflation from global supply chain issues
The economic recovery and inflation are increasingly being shaped by supply-chain issues related to labour shortages and production bottlenecks. For example, a scarcity of US construction workers has hindered home…
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Investment Outlook November 2021: No time for stagflation in the UK
Surging energy prices have contributed to inflationary concerns, at a time when economic growth momentum is weakening. This has led to concerns over potential stagflation, where inflation pushes prices up faster than…
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Charles Stanley InFocus Charities - Be more Future Issue 9
Download InFocus_Charities_Issue9_[pages]-FINAL.pdf
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MSCI Monthly Index: Industrial/ Logistics continue to strongly outperform but for how long?
The recently published MSCI Index for September shows commercial property returning 10% year to date. Capital growth has been a robust 6.4% with industrials/logistics leading the way with 15.1% capital growth and an…
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The Omic(h)ronicals
So far during this pandemic, every new COVID wave has been less severe in its economic effects than the last and, for now, we are working on that premise. History also shows that investors are never as shocked by…
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Earth convention: sustainable cities -
t the moment, 55% of the population live in cities and the UN estimates that 68% will live in cities by 2050. We have to live somewhere and cannot simply build houses all over the countryside so the question is, how can…
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A Conversation with James Anderson: The Future of Capitalism in a Finite World
With the United Nations Climate Change Conference of the Parties in Glasgow (‘COP26’) underway, the world’s lens has never been more acutely focused on the most significant issue facing humanity today, climate change. As…
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Quick Guide to COP26
Since the last COP meeting in 2015, global emissions have risen on an absolute basis. Earlier this year, a UN climate action report said that nations were ‘nowhere close’ to the level of action needed to fight global…
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Cities to the rescue
How smarter planning of our towns and cities can help meet sustainability goals, drive productivity and ensure more equitable wealth distribution. Urbanisation has been a pivotal driver of the surge in the productive…
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Good COP, bad COP?
This latest Conference of the Parties (COP) taking place in Glasgow is a vital opportunity to discuss progress on the goals established by the historic Paris Agreement in 2015 and set out a bold vision for the rest of…
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Rathbones' Charity Matters Autumn 2021 COP26 special
Welcome to the Autumn edition of Rathbone's Charity Matters. The eyes of the world are on the representatives of around 190 nations gathered in Glasgow for the COP26 global climate summit. The outcomes could have huge…
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How social enterprises pivoted in the face of Covid-19
Social enterprises have shown incredible resilience throughout the Covid-19 crisis, despite the acute challenges posed by the pandemic and successive lockdowns. Leaders from our social enterprise incubation programme…
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When Inflation and Charities Collide
The following article is an opinion piece by Ian Chesham, a Director in our Charities team, ahead of October’s Charity Finance Summit. Please note: The article does not constitute investment advice. The tail-end of the…
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What is COP26? Guide to the UN Climate Change Conference
This guide provides a brief overview of the 26th United Nations’ climate change conference taking place in Glasgow at the end of 2021, including what it is, what to expect and why are you should be paying attention. WHAT…
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Gender equality: In Society, the Workplace, and in Investment
Though there’s been significant progress towards gender equality, we’re still way off the 2030 UN goals. Covid-19 shows we must renew our focus. Our Chief Commercial Officer, Barbara Ann King, discusses this powerful and…
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Back to School
The syllabus for the foreseeable future has not much changed; the main focus is still on COVID, inflation, and central bank policy, and much more attention will be paid to climate change, carbon reduction, and all…
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Incorporating Social Factors Into Healthcare Investing
The COVID-19 pandemic has put the healthcare sector in the spotlight and raised the profile of the S in ESG: the social factors at play in the world and in health. As the Covid-19 pandemic brings social factors to the…
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Investment Outlook - August 2021
A tale of two markets The equity and bond markets appear split on the global growth outlook. The MSCI All Country World equity index has rallied 11% (GBP, total return terms) this year on the back of a global growth…
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Investec Weekly Digest: The Energy Transition
Humans attitude to 'changing the world to suit us' needs to be adjusted to comply with our ecosystem. Will humans attitude continue to be or will we change our behaviour? Senior Research Analyst, Zane Bezuidenhout…
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Investec Weekly Digest: Empty Desks
Although conditions might be ripe for a bout of volatility, it doesn’t necessarily mean there will be a trigger. As we enter August there are, as ever, plenty of warnings that markets could be unsettled by any unexpected…
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Behavioural Finance
Peter Ryan, Head of Charities, North West, examines the role of psychology in the decision-making process on assessing risk.
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Sector Watch
Ruth Murphy looks at some of the sectors offering growth opportunities now and for the future.
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Webinar: Addressing the repercussions of COVID-19: how social impact investment can help us build back better
COVID-19 has exacerbated the pre-existing inequalities in our society; during the pandemic our poorest communities have suffered the highest rates of death, job losses and levels of food insecurity. As we slowly…
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Webinar: Charity Update Series
We are all aware of the impact COVID-19 has had, and will continue to have, on beneficiaries, employees, volunteers and operations. The worldwide economy is feeling the impact. The pandemic has forced change. But when…
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Charity strategy and impact report 2021 - What does a good strategy look like?
Effective strategy-setting makes it clear exactly what a charity is trying to achieve, and whether or not it has achieved it. This helps demonstrate efficacy to an external audience, enabling senior management and…
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Strategic thinking in the face of adversity
Many charities have shown inspiring levels of innovation and fortitude during the COVID-19 crisis. We reflect on some of the key factors that could help organisations build resilience and adapt for the future.
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Human capital is indeed capital
One of the side effects of the Covid-19 crisis has been to bring human capital into the spotlight as one of the few variables capable of playing a key role, first in protecting the economy and society and second, in…
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Investec Weekly Digest: One Hump or Two
Despite a wobbly start to last week’s trading, several indices posted new highs by the end of Friday. As with so many other things in the world today, views from commentators about whether we are in a bubble or not are…
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Investec Weekly Digest: Passing the Baton
Financial markets feel as though they are in the process of negotiating a baton-pass as we shift from a world of tight COVID-related restrictions to one that is more normal; and it is proving to be a tricky manoeuvre…
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Investec Weekly Digest: Devil in the Delta
The rapid spread of the Delta variant is forcing some recalibration of expectations for the pace of the economic recovery. Investors are faced with having to triangulate between infection rates, the percentage of…
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Investec Weekly Digest: A Half of Two Quarters
As we wrap up the first half of the year it's clear that there were some distinct differences between the first three months and the second. The individual components of financial markets pay little heed to the calendar…
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Investec Weekly Digest: Fast Lane, Slow Lane
The vaccination programs of each country are moving at a different speeds. Globally the vaccination rollout is working like a multi-lane highway, in which the faster countries are not limited domestically by the slow…
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The link between rail pricing policy and working from home
The link between rail pricing policy and working from home As the UK vaccination rollout unfolds at pace and the economic recovery gathers momentum, the debate over the impact of working from home on office demand…
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Investec Weekly Digest: The Bullwhip
A year ago consumer demand dramatically dropped, and when supply and demand become desynchronised it's much harder to forecast, which is reflected in rising market-derived inflation expectations. Our Head of Investment…
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Investment Outlook - May 2021
In the May issue: we explain why inflation may run hotter for some time, but should move back later in the year.
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Investec Weekly Digest: Market Commentary May
Equity markets chalked up another positive month in April to build upon the gains made in the first quarter of the year, but for many investors it remains difficult to shake off a sense of impending doom, especially as…
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Retail warehousing returns on the rise…and outperform offices
Over the past 12 months the UK economy has become more resilient to lockdowns and figures just published showed that GDP grew by 0.4% month-on-month in February with the expectation that the rate of growth is…
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Six ways to capitalise on post-Covid property trends
The article below was published in Expert Investor Europe on 16th February 2021. Access their on-line version here or read the full article on the PITCH website here
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The Return-to-Work Process: how to effectively prepare for the workplace reopening?
Charities have reason to be optimistic as they prepare to reopen the workplace in accordance with the Government’s four-stage Roadmap. The Roadmap has provided some much-needed certainty as employers finally have some…
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Investec Weekly Digest: Springing Forward
The approaching end of the first quarter seems an appropriate time for reflection on what has been an action-packed year so far. John Wyn-Evans discusses the last year and looks to the future in this edition of Weekly…
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Partnerships, mergers and collaboration: what does the future hold pot-pandemic?
In our latest webinar, Charles Mesquita of Quilter Cheviot chairs a thought-provoking panel and is joined by James Saunders of Moore Kingston Smith, Catherine Rustomji of Browne Jacobson LLP, Sonya Ruparel of Turn2Us and…
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Fast fashion and the legacy of a pandemic
2020 proved devastating for countless communities, industries and nations. The fashion retail sector has been hit hard, facing store closures and a drop in customers as more and more people were plunged into economic…
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Investec Weekly Digest: Happy Anniversary
The prospect of a post-lockdown burst of activity fueled by pent-up demand is real, and remains one of the key drivers of relative performance within financial markets. Our Head of Investment Strategy, John Wyn-Evans…
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Looking ahead with purpose
While the ongoing COVID-19 vaccination programme offers some light at the end of the tunnel, research published at the end of last year suggests that the short-term outlook for the UK’s charities remains very…
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Investec Weekly Digest: Now or Never Never
Is a boom similar to late 1999 possible? There are those who think so, and the unrelenting flows into funds focused on innovation, disruptive technologies and carbon reduction, for example, are testament to that…
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Investec Webinar: John-Wyn Evans Market Update
Our Head of Investment Strategy, John Wyn-Evans, delves into the challenges that face you and your clients along the road to economic recovery and market normality. Focusing on the composition of market returns for 2021…
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Investec Weekly Digest: Market Commentary
Our Head of Investment Strategy, John Wyn-Evans reflects on global trends across different markets from last month. Click below to read the article (5 min read).
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Brexit: The end of the beginning
Winston Churchill once said, “Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning”. The future relationship between the UK and the EU is considered by our…
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Maximizing impact
If impact lies in delivering benefit to beneficiaries, there are more impediments than simply not aligning money and mission.
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Hardening Market
COVID-19 and the impact on insurers losses Have you seen an increase in your insurance costs and the cover that is now available to you from your broker and insurers? Insurance rates have been on the increase for the…
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Addressing the impact of COVID-19 in charity sector reporting
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Astute investors should be active in office property
Astute investors should be active in office property Until we see the Covid-19 pandemic brought under control – either through a vaccine or a functioning test and trace system – meaningful re-occupation of UK offices is…
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Teachers’ Pension Scheme and Independent Schools – phased withdrawal proposals given the go-ahead
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . On 11 November 2020, the government published its response to its 2019 consultation on proposals to allow independent schools…
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Investec's Weekly Digest: Covid-19 Vaccines: Back to Normality?
Welcome to this week's edition of Investec's weekly digest; a topical in-house review of world stock markets and global economy.
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Rethinking passive in a changing world
Acting in a charity’s best interests: taking a closer look at the active vs passive debate
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Biden win brings hope for some bipartisan agreement
Stimulus should be forthcoming and trade uncertainty relieved, even if Congress remains split Read more here: https://www.rathbones.com/knowledge-and-insight/biden-win-brings-hope-some-bipartisan-agreement
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Investec's Weekly Digest: Election results and vaccines, and the impacts of both
Welcome to this week's edition of Investec's weekly digest; a topical in-house review of world stock markets and global economy
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Responsible Property Investing and Property Sustainability - Good Money Week 2020
We seek to embed Responsible Property Investment considerations into our processes even before an asset is acquired and many of the considerations that we have will echo the requirements of current or potential…
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Investec's Weekly Digest
Welcome to this week's edition of Investec's weekly digest; a topical in-house review of world stock markets and global economy
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Link to Recording of Mayfair Capital Charity Investment Webinar - 24th September 2020
To watch a recording of the webinar, please follow this link. We were delighted to host the Mayfair Capital Charity Investment Webinar on Thursday 24th September 2020 from 14.00 to 15.00. This webinar replaced our…
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August Market Reflection
Although Covid case numbers continue to rise in Continental Europe as lockdowns ease and holiday travel increases, hospitalisations and mortality rates are far below the levels experienced at the peak of the outbreak…
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The links between lunch and risk
There is a famous study in which judges are found to hand out harsher sentences before lunch rather than after lunch . In the study, decisions that are taken by a group of Parole Board judges are tracked according to how…
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Nagitating the bumps
Ganesh, the ever-popular Hindu deity, is famous for his ability to dismantle obstacles, doubtless because he is gifted with the head of an elephant. We rarely write about markets, even at a time as strange as this…
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July Market Reflection
The equity market recovery stalled in July in the face of deteriorating news on the number of new Covid-19 cases, notably in the sunbelt states of the United States. This was exacerbated by renewed, but localised…
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Learning To Live With The Worry
In financial markets, in any normal year we would now be turning our full attention to the second quarter results season. This year we remain more than a little distracted by other events, but the earnings are still…
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The Next Wave
Short-term activity data is going to look very healthy in terms of month-to-month growth thanks to continued easing and shops beginning to reopen. If ever there were something to illustrate that the gradual easing of…
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Mental health during Covid-19
CCLA initiated its mental health engagement programme in early 2019. Since then, the Covid-19 crisis has swept across the globe, lending a greater level of urgency to the campaign. A combination of obligatory remote…
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Market Commentary June
As the UK enters its third full calendar month of lockdown, many could be forgiven for thinking that things really aren’t too bad. Government income support schemes combined with forbearance on certain loan payments…
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May Market Reflection
John Wyn-Evans, Investec Wealth & Investment’s Head of Investment Strategy reflects on May’s market performance with his latest monthly observations. The confidence that investors rediscovered during April’s equity…
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Charity collaboration with others
Robert Nieri explores a hypothetical scenario where a charity looks to engage with the business world in response to the climate emergency. Click on the link to read the full article…
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The challenge of climate change - profit vs. planet?
Paul Mathias examines the current thinking on climate change and the implications for charity investors. Click on the link to read the full article…
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Ruffer Review 2019
Read the first edition of the Ruffer Review, a selection of thought pieces from across the business. It covers a range of topics from natural capital to behavioural finance and inflation.
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Ruffer Review 2020
The latest copy of the Ruffer Review is now available to download from our website. It covers everything from a new Cold war to the likely impact of the post-crisis surge in government spending.
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Ruffer Radio - episode 1
This week we have launched Ruffer Radio , a series of podcasts in which we’ll be exploring the investment universe and sharing our interpretation of what’s going on. In Episode 1, Investment Director Duncan MacInnes…
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Weekly Digest
Welcome to this weeks edition of weekly digest; a topical in-house review of world stock markets and global economy.
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Covid 19 Statement
Sue Round CEO In these very uncertain times, we wanted to write to you to reassure you that we are making every effort to continue to operate on a business as usual basis. We have taken the Government’s advice and the…