Charity articles and videos
In this section you will find insight articles and trustee training videos.
Articles for trustees
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
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
Investment Outlook: Exceptional US equities
A monthly round-up of global markets and trends
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
Easy does it for central banks and China
A monthly round-up of global markets and trends
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
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
Diversifying away from the Magnificent Seven
Discover ways to diversify beyond the Magnificent Seven stocks for a balanced investment strategy that’s not too weighted in artificial intelligence
Should charities invest in Artificial Intelligence (AI)?
The emergence of artificial intelligence (AI) as a business tool and as an investable theme presents a compelling opportunity for charities both by affecting their own business operations and enhancing their portfolios’ performance, potentially amplifying their impact on the causes they support.