Insight Articles

Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.

Rathbones' Paying for care in later life

What changes to state funding of care mean for youMany people who have worked hard all their lives and paid Na...

Long COVID and the workplace

There is a still lot we don’t know about Long COVID and its prognosis which can make it difficult for employ...

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 withou...

Earth convention: natural capital, biodiversity and oceans

is thought that one million animal and plant species are now threatened with extinction. Rosie Boycott chaired...

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 le...

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...

SIX SECRETS TO SUCCESSFUL CORPORATE FUNDRAISING

1. Join LinkedIn and make your profile the best it can be. You don’t need a Premium account, the free version...

Smith & Williamson 2021 Charity Survey

This year's Charities Survey results reflect an extraordinary year for many charities.  We last carried o...

Free Trial Offer Period (with no obligation to subscribe)

To register for a free trial offer period that lasts until the 31st January 2022 please complete the “Contact ...

Current List of Counterparties

Attached is a current list of the counterparties we assess. However, we are happy to add to this list upon req...

A Climate for Good Investment

We have long considered climate change to be the largest threat to our environment, our communities and, co...

Quick Guide to COP26

Since the last COP meeting in 2015, global emissions have risen on an absolute basis. Earlier this year, a U...

Happy Vacciversary!

The Bank of England did not raise the bank rate as expected and amid the uncertainty investors are looking to ...

Writing an Ethical Investment Policy

A charity’s ethical investment policy should sit within, and form a part of, the wider investment policy. With...

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 representative...

A healthy recovery

How governments, investors and businesses can make better choices to help improve our healthcare systems in th...

Can investors change the world?

Charities are increasingly, and rightly, questioning how their funds are invested. We look at how we can all m...

Rethinking the economic ecosystem

How businesses, societies and investors can work together to address the major environmental and social challe...

Good COP, bad COP?

This latest Conference of the Parties (COP) taking place in Glasgow is a vital opportunity to discuss progress...

Feeding the world

How consumers, businesses and investors can act together to embrace innovation in managing precious global foo...

Cities to the rescue

How smarter planning of our towns and cities can help meet sustainability goals, drive productivity and ensure...

Charles Stanley’s Personal Portfolio Service for Charities

Irrespective of sizeOur belief is that every charity, foundation and not-for-profit should have access to hig...

COP 26 - Concrete changes

Climate considerations at the start of COP26

Inspiring the charity trustees of the future

In conversation: Emma Watson, head of financial planning and advisory services at Rathbones and Penny Wil...

The Charge of the Light Brigade

Investors might be facing their own charge into a battlefield with “cannon to right of them, cannon to left of...

UK Stewardship Code Signatories Latest Stewardship Report Q3

Castlefield has successfully joined a limited number of responsible asset managers and asset owners to become ...

Your Treasurer Due-Diligence Service Overview

Download Your Treasurer Due-Diligence Service Overview - September 21.pdf

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 othe...

How social enterprises pivoted in the face of Covid-19

Social enterprises have shown incredible resilience throughout the Covid-19 crisis, despite the acute challeng...

Be Careful What You Wish For

Central bankers have spent most of the years since the financial crisis crying out for more inflation. Now the...

Thinking Differently

Groupthink reduces the ability of investment teams to generate ideas that are contrary to market consensus. So...

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 ...

Cazenove Market Update - October 2021

Stock markets have experienced their worst pullback of the year as investors worry about Chinese growth and ...

Castlefield Celebrate EIRIS Foundation Million Pound Question Announcement

The Castlefield team has much to celebrate following the announcement by responsible investment charity, ...

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...

Inflation for Charities

A parable on inflationary factors for charities

Golf With Einstein

Right now, there remains a huge focus on the gap between what can be earned by savers on low-risk investments ...

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 Gla...

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...

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...

The UK Stewardship Code 2020

Mayfair Capital Investment Management is delighted to have been announced as one of the first real estate inve...

Back to School

The syllabus for the foreseeable future has not much changed; the main focus is still on COVID, inflation, and...

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 ...

Investec Weekly Digest: Hope on the Horizon

Recent data from the UK and Israel confirm that protection against severe disease and death remains largely in...

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: t...

Rathbones' Charity Matters Summer 2021

Building resilience for challenging timesCharity Matters Summer 2021Building resilience for challenging timesS...

When Covid makes it impossible to fulfil contracts

JAYNE ADAMS, partner at law firm McCARTHY DENNING, talks through a whole range of issues when the performance ...

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 weathe...

Investec Weekly Digest: The Energy Transition

Humans attitude to 'changing the world to suit us' needs to be adjusted to comply with our ecosystem. Wil...

Investec Weekly Digest: Empty Desks

Although conditions might be ripe for a bout of volatility, it doesn’t necessarily mean there will be a trigge...

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 h...

Responsible Investment

With shifting expectations and a change in the public mood, Alice Farrer, one of our charity investment manage...

Report on Palm Oil

Palm oil is the most widely produced vegetable oil in the world and its extensive use in food manufacturing ha...

Taking time to listen

Alison Lowe, Touchstone’s CEO and Darren De Souza, Community Health Development Manager talk about the Touchst...

Why board diversity boosts resilience

Fiona McAuslan of Getting on Board tells the story of how one charity’s journey to a more diverse board has le...

Supporting vulnerable communities around the world

Just a Drop’s Head of Fundraising and Communications Brendan Hanlon reflects on the importance of acting quick...

Building funding for the future

James Banks, Chief Executive of London Funders, talks about the fortitude of civil society, passionately commi...

Strategic thinking in the face of adversity

Many charities have shown inspiring levels of innovation and fortitude during the COVID-19 crisis. We reflect ...

Investment Outlook - August 2021

A tale of two marketsThe equity and bond markets appear split on the global growth outlook. The MSCI All Count...

What’s behind the summer storm in Chinese equities?

Regulations targeting a number of high-profile Chinese companies have unsettled the country’s equity markets. ...

Growing social consciousness is raising the stakes

Head of Sustainability, Wealth, Kate Rogers explains how measuring companies’ impacts could help protect profi...

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 th...

The issues surrounding responsible investment for charities

Many charities have led the way in ethical and responsible investing. They were pioneers of the negative excl...

A guide to responsible investing

The world of responsible investment is constantly moving, our guide outlines the latest developments in enviro...

The need for volunteers in the charity sector

Volunteering isn’t just great for charities, it’s beneficial to the individual too. Research from the Ins...

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 ...

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 ...

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...

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 econom...

Charity Times Awards 2021

 Charity Times Awards 2021 We are delighted to have been shortlisted to win a 2021 Charity Times Awa...

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 firs...

Investec Weekly Digest: Fast Lane, Slow Lane

The vaccination programs of each country are moving at a different speeds. Globally the vaccination rollo...

Behavioural Finance

Peter Ryan, Head of Charities, North West, examines the role of psychology in the decision-making process on a...

High Court Victory for Kids Company

The collapse of the well-known charity Kids Company in 2015 raised a number of points for the charity sector.

Sector Watch

Ruth Murphy looks at some of the sectors offering growth opportunities now and for the future.

Explaining VAT Exemptions

Guest post by Les Howard of vatadvice.orgThere are six VAT exempt ‘Groups’ which specifically apply to th...

The income challenge in a higher inflation world

It will not be news for many trustees that finding income is a challenge. Structurally lower interest rates ha...

When amber is green and not red.

Helping charities understand the difference between guidance and the law. (Click below for more. 2 minute...

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 develop...

The Return of Inflation: A Conundrum?

As with millions of other bank account holders, I have recently received correspondence from my bank warning o...

Investec Weekly Digest: Unreliable Narrators

Amongst investors and economists right now, the fight for narrative dominance is between the inflationists and...

Whose money is it anyway?

If you find that your charity is not certain who controls your money, get in touch with us and we ca...

Investec Weekly Digest: All at C

Covid, central banks, containers, chips, cardboard, corporation tax, carbon, commodities, correlations and cry...

Happy 4th Birthday! 6(ish) lessons I've learned along the way Happy 4th Birthday! 6(ish) lessons I’ve learned along the way

My dream was to set up a business and help small UK charities. And despite the wraith of Covid-19, which decim...

Investec Weekly Digest: The Bullwhip

A year ago consumer demand dramatically dropped, and when supply and demand become desynchronised it's much ha...

The first rule of VAT for charities – assume nothing!

Guest post by Les Howard of vatadvice.orgIt is often said that the first rule of VAT is to assume nothing...

Why you shouldn’t set up a charity

Most charities are set up with the best of intentions – often in memorial for a loved one, to support a need i...

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. ...

Thematic Report: Health & Wellbeing

In the last year, healthcare and wellbeing have been thrown into the spotlight by the global health pandemic, ...

Investec Weekly Digest: Welcome to VUCA

Volatility, Uncertainty, Complexity and Ambiguity - a description of the current investing world. 'We’ve seen ...

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 ...

Demystifying Christian ethical investment

We more than manage  As a kid I wore a ridiculously bright-coloured wristband with WWJD? inscribed a...

The Cryptocurrency Mirage

Our stance is clear – cryptocurrencies are speculative with no meaningful valuation foundation; what’s more,...

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...

Investec Weekly Digest: Time Travelling

Despite new technologies and the more widespread availability of information, investors’ interests are not g...