Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Annual Stewardship Report
We believe that investment has the power to grow and protect money in a way that benefits society.Furthermore,...
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...
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.
US elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that r...
Celebrating National Trustees Week 2024
This week is National Trustee Week in the UK. According to the Charity Commission there are 923,876 trustees i...
UK Budget: Key details
The Labour government has unveiled its first Budget since taking office in July. It brings to an end several m...
Private Markets Annual Report 2024
Family offices and wealthy individuals are showing increasing interest in private markets, an asset class that...
How emotional bias could drive exploitable market inefficiencies
The propensity for emotion and bias to influence our decision making is a common experience, even among financ...
Market Perspectives October 2024
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
CCLA-led modern slavery programme announces progress across corporate engagement, public policy and data
Our annual Find it, Fix it, Prevent it report outlines progress made by investors to combat modern slavery in ...
Responsible Investment Stewardship 2023
Waverton is committed to integrate sustainability throughout the business. Our sustainability strategy consist...
Inspired Magazine: The next generation of conservation
** This article is an excerpt from our Inspired Magazine publication**Two next-gen philanthropists share their...
Japan: The butterfly effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacifi...
Spotlight on LGT Charities’ Team
About the team… The LGT Charities team has been working in partnership with charities by supporting trustees a...
Sustainability Disclosure Requirements (SDR) – What the FCA’s new regulation means in practice
On 28th November 2023, the FCA published its long-awaited Policy Statement on Sustainability Disclosure Requir...
Mid-Year Outlook 2024
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also av...
Geo-politics and the investing landscape
Geo-politics’ is a term used to describe countries and their relationships. It’s fair to say we’ve seen an inc...
Investing for the next decade
MEET THE NEW NORMAL, SAME AS THE OLD NORMALThe first few years of the 2020s have been characterised by huge sh...
The cost of living crisis: grant making foundations
Part one of the series provided a very valuable insight, highlighting the effect of the cost-of-living crisis ...
Leading benchmark on workplace mental health in UK finds “revealing” gap between leaders and laggards
CCLA's third benchmark on corporate mental health shows just over one in four (24) of the UK’s largest listed ...
UK Equities: a Buyers’ Market?
The UK market has been suffering at least a decade of chronic outflows, but we believe it may be about to turn...
Investing for good: Exploring ways to create positive outcomes for society with your investments.
Investors are increasingly wondering if they can make a difference with their investments and contribute to su...
Fixed income: What’s the issue with the new issue premium?
Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by comp...
Waverton: A Truly Integrated ESG Approach
James Pike and Stefan Rheinwald: A truly integrated ESG approach. Waverton's approach is truly integrated...
CCLA co-files shareholder resolution at Amazon’s 2024 AGM
CCLA co-files shareholder resolution calling for Amazon to appoint a reputable third-party to produce a gap an...
Advocating for mandatory Scope 3 emissions disclosure
Here we discuss why we support mandatory scope 3 disclosure, why it matters and how companies are progressing....
Dancing to a different tune?
In sustainable investment circles it has been hard to escape the news that the world's top five money managers...
Investing advanced school fee payments
As the threat of VAT being added to independent school fees becomes more realistic, we understand that there h...
Waverton's Engagement and Voting Report 2023
As active, long-term investors, we prefer to build constructive relationships with company management and enga...
The cost-of-living crisis: how does this impact the charity sector?
The cost-of-living is already felt by many. Whilst it is affecting individuals and families across the UK, it ...
Market Perspectives April 2024
Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
CCLA Sustainable Investment Outcomes 2023 report
Despite the growing attention on ESG, we believe the investment industry has not truly understood that the onl...
Market Perspectives March 2024
Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
2024 Engagement Action Plan
At Rathbones we are committed to being good stewards of our clients’ assets. This means we look to use the in...
Guide to Giving
Welcome to our ‘Guide to Giving’Created by our in-house philanthropy team, its 12 chapters are designed to hel...
The Compendium of Investment
You can now request a copy of our Compendium of Investment HEREThe Sarasin Compendium of Investment is de...
Why should charities use an Investment Manager?
Having joined Harris Allday this last autumn as Head of Charities and Philanthropy – Rupert Cecil will be writ...
Market Perspectives February 2024
Welcome to our February edition of “Market Perspectives”, the monthly investment strategy update from Barclays...
UK equities could offer refuge for charities seeking higher income
Charities battle rising costsLike many individuals and institutions, the sharp rise in inflation over the past...
Biodiversity and climate change: A joint challenge
The emergence of nature and biodiversityThe case for tackling climate change has become increasingly clear to ...
Outlook 2024 - Barclays Private Bank
Strong economic headwinds will likely persist in 2024, amid an increasingly fraught geopolitical backdrop, and...
An ESG Christmas Carol
Let Dr James Corah, CCLA’s Head of Sustainability, take you on a journey through ESG past, present and future ...
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 th...
Practical guide for trustees to the Charity Commission's guidance on investing charity money (CC14)
In August the Charity Commission published an update to their guide ‘Investing charity money: a guide for trus...
Just keep digging? Commodities and the energy transition
Within the energy transition debate, an area of particular contention is commodities – those who mine them, pr...