Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
CCLA publishes fifth UK benchmark on workplace mental health
Why is mental health an important investor concern? Which UK-listed companies are leading the way when it come...
How we work with charity investors
Charities form the backbone of a caring society — protecting heritage, advancing knowledge, and strengthening ...
EdenTree is part of the Benefact Group a charity owned family of specialist financial services companies that give all available profits to charity and good causes
EdenTree's unique ownership gives us a deep understanding of the charity sector, which enables us to build lon...
EdenTree Exclusions Policy
There are certain sectors and activities where we consider the sustainability or ethical risks to be fundament...
Stewardship: A shared responsibility
Introduction: Stewardship at EdenTree As sustainable investors, we recognise our responsibility to all stak...
The EdenTree Standard: Excellence in Sustainability Analysis
With the EdenTree Standard applied across all EdenTree funds, our goal is to ensure clients’ assets are invest...
Troy Global Equity Strategy Half Year Letter to Investors
Download Half-Year-Letter-2026.pdf
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.
UK politics: Volatility risk rises, but the equity story is nuanced
The resignation of Prime Minister Keir Starmer is not, in itself, a major shock to equity markets. The more im...
Market update: UK Prime Minister resigns
Less than two years after securing one of the Labour party’s largest parliamentary majorities, Prime Minister ...
Charities InFocus Issue 17 Spring 2026 - Ongoing support and guidance for charities in an evolving world
Welcome to the Spring 2026 edition of Charities InFocus. In this issue, we examine how the British Red Cro...
Better World Lectures 2026 - Pride and Prejudice: Is our faith in the NHS and adult social care misplaced?
The CCLA Better World Lectures bring together leaders from across the charity, investment and not-for-profit s...
Quilter Cheviot: Review for Charities – Issue 3 (2026)
We are pleased to share the latest edition of Review for Charities, offering practical insights and informed p...
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 gro...
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 interest...
Using cash deposits as a stewardship lever
You may think it is not possible to influence a bank without owning shares. But it is still a meaningful avenu...
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 di...
Market Perspectives May 2026
Welcome to our May edition of Market Perspectives, the monthly investment strategy update from ...
Corporate earnings wield ultimate influence on markets
Despite geopolitical events dominating headlines, corporate earnings remain the key driver of markets, writes ...
Q2 2026 - House Report - Beyond the Barrel
Spring has a habit of keeping investors on their toes. After last April’s ‘Liberation Day’ tariffs from Presid...
The 2026 Reset: Raising the bar on plan quality and investor voting
Investors don’t need a perfect transition plan, but they do need an honest one - on Wednesday 15 April 2026, t...
Earth Week: “Our Power, Our Planet” and investing
With Earth Day marked on 22 April under the theme of “Our Power, Our Planet”, we consider the relevance of key...
Market Perspectives April 2026
Welcome to our April edition of 'Market Perspectives', the monthly investment strategy update from B...
Fears over Al disruption are weighing on stock markets. Time for level heads and fundamental analysis
Is artificial intelligence really a threat to traditional industries, or merely misunderstood? Discover how a ...
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 Eas...
Building resilient charities in a changing world
Turning challenges into opportunities Over the past decade, charities have faced austerity, a global pandemic,...
Turning out-of-favour office space into much-needed SEND provision for schoolchildren: CCLA’s sale of Braywick House
Councils expect to spend £14.8 billion on Special educational needs and disabilities (SEND) in 2025–26, creati...
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...
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 tre...
Market update: Conflict in the Middle East
The weekend’s events and ongoing conflict in the Middle East have caused disruption and concern across financi...
Market update: Conflict in the Middle East
The weekend’s events and ongoing conflict in the Middle East have caused disruption and concern across financi...
Launch of charity investment policy best-practice framework
Over the past decade, the investment landscape for charities has changed profoundly. We’ve seen an expansion i...
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 contra...
W1M adds further senior firepower with new hires
Oliver Jones-Davies joins as a Portfolio Manager in the Charities team, where he will report to James Pike, He...
Buddenbrooks investing: Living off the dividends without hollowing out the house
Thomas Saville reveals why focusing on total-returns pays dividends
W1M Fund Centre - WS Waverton Charity Growth & Income Fund
The Waverton Funds are sub-funds of Waverton Investment Funds PLC, an umbrella fund. These Waverton Funds form...
Market Perspectives February 2026
Welcome to the February edition of “Market Perspectives”, the monthly investment strategy update from Barclays...
LGT Charity Team Factsheet - Q4 2025
Facts, figures and performance for LGT Charity Strategies as as 31/12/2025
JM Finn opens fifth office in Cheltenham
JM Finn now has five regional offices, with Cheltenham the latest to be added to the roster. Having leas...
Q4 market review
After growing at an above trend pace over the previous two quarters, global economic activity seems to have de...
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 ...
CCLA launches first global benchmark on modern slavery
Our first global benchmark on modern slavery reveals that the 100 largest global listed companies (UK companie...
What could 2026 bring for investors?
JM Finn’s Head of Investment Office Jon Cunliffe gives a top-level view of what 2026 could have in store for m...
Q1 2026 - House Report - Loose Money, Hard Power - Central banks under pressure as the global order fractures
As we begin 2026, almost a year into President Trump’s second term, the once isolationist America First agenda...
Outlook 2026 event: The interpretation game
Our flagship annual Outlook event took place in the remarkable St George ballroom at The Peninsula London. Ove...
Four considerations for Scottish charities in 2026
How Scottish charities can navigate OSCR’s new transparency rules, inflation and evolving investment practices...
The Modern Philanthropist: Practitioner perspectives
Philanthropy is evolving. It is becoming more strategic, more impactful, and more deeply personal. At Barclays...
Investing in digital health
Digital health solutions are transforming global healthcare delivery by improving outcomes, access and efficac...
Material E, S and G factors in 2026
This article is designed to be thought leadership content, to offer big picture views and analysis of interest...
Investment Perspectives 2026 Outlook: Searching for value amid the euphoria: Can the wave of optimism continue?
Key takeawaysMost major asset classes performed well in 2025, despite repeated shocks. As we approach 2026, in...
AI: Bubble or bottleneck?
Artificial Intelligence (AI) itself is not a bubble; rather, the current market exuberance is concentrated aro...
Autumn Budget 2025: What it means for charities
The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support i...
UK Budget: At a glance
After months of speculation, the UK government has finally unveiled its tax and spending plans for the year ah...
W1M Fund Managers discuss Capital Cycle Strategy with Value Investor Insight
W1M’s Christopher Garsten, Charles Glasse and Charles Walker explain the bottom up ap...
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 deliv...
W1M Investment Forum 2025
The W1M Investment Forum, held at BAFTA last week, had a fascinating talk from veteran war correspondent and S...
AI Outlook 2026
Welcome to our special edition AI Outlook 2026, which looks beyond the headlines to the inner workings of arti...
Outlook 2026
Welcome to our “Outlook 2026”, the investment strategy update from Barclays Private Bank, which is also availa...
Inflation plus: no free lunch The challenge of achieving inflation-beating returns
Key takeaways: • There is no risk-free way to consistently beat inflation but, now real yields on inflation-l...
FTSE 250 vs FTSE 100: A reversal of the usual order
Since the last Budget, an unusual divergence has emerged in UK equity markets. Historically, materially lower ...
Global Outlook - November 2025
n this video, Bill Dinning, Chief Investment Officer, reviews the strength of global equity markets, driven by...
Gold’s new role: from safe haven to strategic asset
Gold used to be viewed as the financial-market equivalent of hugging a teddy bear— reassuring in a crisis, but...
Regional diversification can offset the concentration risk offered by the US
Headlines warning about “stretched” valuations and “bubble‑like” price action—especially in US technology—natu...
Private Markets Annual Report 2025
Building on the themes of our first report in 2024, this year’s edition delves deeper into the behaviours, mot...
Opportunities and risks of AI in the charity sector
The implications of artificial intelligence (AI) for all aspects of society are huge, and the charity sector w...
Strategic investment: Rethinking long-term charity portfolios
For institutional charities such as foundations and endowments, investment strategy is not just about navigati...
Investing for the first time - Guide
When investing for a financial return, trustees have to comply with certain legal requirements as covered by...
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 shar...
The ongoing impact of US policy on global markets
Global equity markets enjoyed a strong quarter, reaching fresh highs despite continued uncertainty around US t...
Quilter Cheviot: Review for Charities – issue 2
We are excited to share the latest edition of Review for Charities. This bumper issue is packed with ex...
How are Modern Philanthropists making a difference?
Philanthropy is one of the most meaningful societal contributions any of us can make in our lifetime. Whether ...
Market Perspectives October 2025
Welcome to the October edition of Market Perspectives, the monthly investment strategy update from Barclays Pr...
Why own Nvidia when you can buy picks and shovels?
Everyone seems to be talking about “Artificial Intelligence” (AI) as the next industrial revolution which will...
Property & Sustainability - The Growing Importance of ESG
With the built environment contributing up to 40% of global Greenhouse Gas emissions (GHG), the real estate i...
ESG Overview 2025
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an ESG overview of the Fund.
September Market Perspectives
Welcome to the September edition of Market Perspectives, the monthly investment strategy update from Barclays ...
A rate cut delivered - where are short term yields now?
We got the expected rate cut yesterday (8th August), at the second time of asking but the closeness of the vo...
Property Market Update
Simon Martindale, Fund Director of The Property Income Trust (PITCH), gives an overview of the property market...
Q3 2025 - House Report - Dollar Dynamics
With the US economy, markets, and listed companies at the centre of global dynamics, we explore the key themes...