Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Unilever freezes out ice cream division
In a move that signals the final, decisive chapter of Unilever's post-activist shake-up, the consumer goods be...
Material E, S and G factors in 2026
This article is designed to be thought leadership content, to offer big picture views and analysis of interest...
Investment Perspectives 2026 Outlook: Searching for value amid the euphoria: Can the wave of optimism continue?
Key takeawaysMost major asset classes performed well in 2025, despite repeated shocks. As we approach 2026, in...
AI: Bubble or bottleneck?
Artificial Intelligence (AI) itself is not a bubble; rather, the current market exuberance is concentrated aro...
Autumn Budget 2025: What it means for charities
The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support i...
UK Budget: At a glance
After months of speculation, the UK government has finally unveiled its tax and spending plans for the year ah...
W1M Fund Managers discuss Capital Cycle Strategy with Value Investor Insight
W1M’s Christopher Garsten, Charles Glasse and Charles Walker explain the bottom up ap...
W1M Investment Forum 2025
The W1M Investment Forum, held at BAFTA last week, had a fascinating talk from veteran war correspondent and S...
AI Outlook 2026
Welcome to our special edition AI Outlook 2026, which looks beyond the headlines to the inner workings of arti...
Outlook 2026
Welcome to our “Outlook 2026”, the investment strategy update from Barclays Private Bank, which is also availa...
Inflation plus: no free lunch The challenge of achieving inflation-beating returns
Key takeaways: • There is no risk-free way to consistently beat inflation but, now real yields on inflation-l...
FTSE 250 vs FTSE 100: A reversal of the usual order
Since the last Budget, an unusual divergence has emerged in UK equity markets. Historically, materially lower ...
Global Outlook - November 2025
n this video, Bill Dinning, Chief Investment Officer, reviews the strength of global equity markets, driven by...
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...
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...
Celebrating 3 Years of the CAF ESG Funds
June marks the 3-year anniversary of the IFSL CAF ESG Fund range, a milestone for a project that was five year...
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 ...
Insuring a more sustainable future
This article is designed to be thought leadership content, to offer big picture views and analysis of interest...
CharitEpulse: (podcast) Government grants, global giving and governance
In this episode of CharitEpulse, the trio discuss:Are governance reviews worth doing? Are Deputy Chairs n...
Report: Peace of mind in a dangerous world
We know that geopolitical risks, and the great uncertainty that can stem from them, are one of the biggest fin...
Could an allocation to Real Estate help Charities & Endowments adapt to the challenges & volatility in today’s investment market?
Following two years of poor capital performance for real estate, impacted by the sharp rise in interest rate...
Near Zero
In the film, Oppenheimer, the scientists discuss the possibility that the Trinity atomic test could destroy th...
Mid-Year Outlook 2025
Welcome to our 'Mid-Year Outlook 2025', the investment strategy update from Barclays Private Bank, which is al...
CCLA's first global modern slavery benchmark exposes corporate reliance on policy over practice
CCLA has launched its first global modern slavery benchmark pilot to evaluate how global companies combat mode...
London & Capital and Waverton Investment Management officially combine as W1M
London, 2 June 2025 -- London & Capital (“L&C”) and Waverton Investment Management (“Waverton”) o...
The case for active stewardship in a shifting landscape
As economic, environmental and geopolitical shocks continue to test global markets, the capability of companie...
LGT - Is your charity at a financial tipping point?
The UK charity sector contains a very broad variety of charities, from small voluntary community groups to lar...
Annual Stewardship Report
We believe that investment has the power to grow and protect money in a way that benefits society.Furthermore,...
Q2 2025 House Report - SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
Q1 2025 began strongly but turned volatile as markets reacted to President Trump’s shift toward global tariffs...
Trump tariffs and the morning after
What happened, what next, what should we do? Johnny Hughes, Head of Global Equity and Multi Asset Investment ...
Testing US exceptionalism? What markets have learned from Trump’s first 100 days
Considered an informal milestone, the first 100 days of a sitting US president have been closely watched – and...
Global Market Review – April 2025
Volatility and uncertainty continued to impact markets during April, as US trade policy, notably the fallout f...
Unlock your charity’s financial potential
With the new financial year now under way, it's time to ensure your charity's investments are working as hard ...
Prospects - The JM Finn Quarterly Periodical - Spring 2025
Download PROSPECTS_SPRING_2025_FINAL.pdf
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 un...
Market Perspectives April 2025
Welcome to the April edition of Market Perspectives, the monthly investment strategy update from Barclays Priv...
Charity Investment Service Award
JM Finn wins Best Charity Investment Service at 2025 City of London Wealth Management Awards
Market Perspectives April 2025
In the latest Market Perspectives, Algernon Percy provides an overview of global bond and equity markets in Q1...
Global Market Review – March 2025
Worries that plagued US equity markets in February spread to other areas throughout March, as concerns intensi...
Quilter Cheviot: Review for Charities
We are excited to share the first ‘Review for Charities’ for 2025, featuring a wealth of insights and expert...
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 Ju...
Market Perspectives March 2025
Welcome to the March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
Global Market Review – February 2025
Amid a backdrop of weakening US economic sentiment, bond yields fell, and US equity markets sold off in Februa...
Diversity, equity and inclusion: Opportunities despite the backlash
Pushback against diversity, equity and inclusion (DEI) initiatives has been simmering since 2023, culminating ...
Private markets: Going mainstream
Long the preserve of institutional investors, new fund structures have opened up the world of private markets ...
Active vs Passive: Geese fly in gaggles, eagles fly alone
In October 2024, we hosted an in-person event where we discussed one of the most enduring debates in investmen...
Spring into action: rethink your cash assets today
With spring around the corner, is now a timely opportunity for UK charities to reassess their cash management ...
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 les...
Global Market Review – January 2025
Higher-than-expected corporate earnings revisions helped drive global equities to a 4.2% gain during January, ...
Guide to responsible investing
A charity’s responsible investment policy should sit within, and form a part of, the wider investment policy.W...
Investing your Charity's money for the first time
We know that investing for a financial return in not a simple or quick decision for many charities.This guide ...
Guide to conducting an Investment Manager review
Once your investment policy has been finalised, you may well be looking to select an investment manager. But, ...
Writing and reviewing your Charity's Investment Policy
Whether you are considering investing for the first time or due to undertake a review of your existing investm...
Market Reflection and EFG Harris Allday View
2024 has been another eventful year for global economies and financial markets. Key themes have included the c...
Five-year anniversary note: The M&G Charity Multi Asset Fund
November 2024 marked the five year anniversary of the M&G Charity Multi Asset Fund. From the initial pessi...
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 ...
Polls apart: A review of the year of divergence
2024 marked a year of political upheaval and historic shifts in global equity markets, with the rise of the “M...
Investment Perspectives 2025 Outlook: No time for complacency
2024 proved to be an eventful year with a record number of global elections, ongoing preoccupation with the ou...
Private Markets - Five Essential Insights for Charity Investors
In today’s rapidly evolving financial landscape, private markets are generating interest with investors, inc...
LGT - Market Outlook 2025
Outlook 2025 - Navigating transformation, trade and technology.
Outlook 2025
Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also availa...
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 Latit...
Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.