Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- Insight
BOE and Fed align on interest rate cuts
Our latest Macro and Market Trends Report delves into the latest data collated over the previous month, analysing what these trends mean for future economic growth, market expectations and your portfolio
- Insight
Trump’s return: What it means for your investments and financial future
With President Donald Trump back in the White House find out what impact his policies, such as lower taxes, could have on your investment portfolio
- Insight
Science Based Targets: what charities need to know
Charities can find it hard to measure how their underlying portfolios hold up to their responsible investment objections, but using Science Based Targets could help provide objective insights for charity investment committees
- Insight
Could falling inflation and a soft jobs market lead to lower interest rates in UK?
Our latest Macro and Market Trends Report delves into the latest data collated over the previous month, analysing what these trends mean for future economic growth, market expectations and your portfolio
- Insight
Investment Outlook: Europe has woken up to the “America First” agenda
A monthly round-up of global markets and trends
- Insight
Investment Outlook: Equities swipe left on Trump’s tariff threats
A monthly round-up of global markets and trends
- Insight
What is COP29?
Decisions made at COP events can shape the discourse around responsible investment and as investors it’s important to take note of how these issues can affect your portfolio
- Insight
BOE and Fed align on interest rate cuts
Our latest Macro and Market Trends Report delves into the latest data collated over the previous month, analysing what these trends mean for future economic growth, market expectations and your portfolio
- Insight
Trump’s return: What it means for your investments and financial future
With President Donald Trump back in the White House find out what impact his policies, such as lower taxes, could have on your investment portfolio
- Insight
Science Based Targets: what charities need to know
Charities can find it hard to measure how their underlying portfolios hold up to their responsible investment objections, but using Science Based Targets could help provide objective insights for charity investment committees
- Insight
Could falling inflation and a soft jobs market lead to lower interest rates in UK?
Our latest Macro and Market Trends Report delves into the latest data collated over the previous month, analysing what these trends mean for future economic growth, market expectations and your portfolio
- Insight
Investment Outlook: Europe has woken up to the “America First” agenda
A monthly round-up of global markets and trends
- Insight
Investment Outlook: Equities swipe left on Trump’s tariff threats
A monthly round-up of global markets and trends
- Insight
What is COP29?
Decisions made at COP events can shape the discourse around responsible investment and as investors it’s important to take note of how these issues can affect your portfolio
- Insight
BOE and Fed align on interest rate cuts
Our latest Macro and Market Trends Report delves into the latest data collated over the previous month, analysing what these trends mean for future economic growth, market expectations and your portfolio
- Insight
Trump’s return: What it means for your investments and financial future
With President Donald Trump back in the White House find out what impact his policies, such as lower taxes, could have on your investment portfolio
Trustee training videos
Webinar 21 March 2025
Our experts talk about recent movements in the gilt market, what exactly Total Return investing is, and how to recruit and manage more diverse boards of trustees.
Diversification
Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio
Investment Policy
Caroline Jarvis Gee talks about investment policy statements, what they are what it should be included and how often it should be reviewed
Investment objectives
Luke Hunter talks about why it’s important to have investment objectives and what you need to consider
Responsible investing
Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship