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Charity articles and videos

In this section you will find insight articles and trustee training videos.

Return to homepage Charity events

Insights and articles

  • America And Europe
    Insight

    Investment Outlook: Europe has woken up to the “America First” agenda

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Apr 2025

  • Trump 2000X870
    Insight

    Investment Outlook: Equities swipe left on Trump’s tariff threats

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    05 Mar 2025

  • Baku
    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

    Angelique BW
    by Angelique Ruzicka

    11 Dec 2024

  • Stock trading chart on digital circuit background
    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

    Adrian Lowcock 0611 (2)
    by Adrian Stuart Lowcock

    04 Dec 2024

  • Wall Street
    Insight

    Investment Outlook: Exceptional US equities

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 Dec 2024

  • White House
    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

    Adrian Lowcock 0611 (2)
    by Adrian Stuart Lowcock

    06 Nov 2024

  • Uturn (1)
    Insight

    Investment Outlook: The US president is for turning

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 May 2025

  • Charities Investment4
    Insight

    The potential impact of Trump’s tariffs on charity portfolios

    President Donald Trump's tariffs could affect charity portfolios. What are the key risks and opportunities for trustees and investment managers?

    Luke Hunter Investment management
    by Luke Hunter

    02 May 2025

  • Bouncability
    Insight

    Bouncebackability of equities

    History shows that the S&P 500 recovers quickly from short, sharp sell-offs

    Daniel Casali Investment management
    by Daniel Casali

    24 Apr 2025

  • America And Europe
    Insight

    Investment Outlook: Europe has woken up to the “America First” agenda

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Apr 2025

  • Trump 2000X870
    Insight

    Investment Outlook: Equities swipe left on Trump’s tariff threats

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    05 Mar 2025

  • Baku
    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

    Angelique BW
    by Angelique Ruzicka

    11 Dec 2024

  • Stock trading chart on digital circuit background
    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

    Adrian Lowcock 0611 (2)
    by Adrian Stuart Lowcock

    04 Dec 2024

  • Wall Street
    Insight

    Investment Outlook: Exceptional US equities

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 Dec 2024

  • White House
    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

    Adrian Lowcock 0611 (2)
    by Adrian Stuart Lowcock

    06 Nov 2024

  • Uturn (1)
    Insight

    Investment Outlook: The US president is for turning

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 May 2025

  • Charities Investment4
    Insight

    The potential impact of Trump’s tariffs on charity portfolios

    President Donald Trump's tariffs could affect charity portfolios. What are the key risks and opportunities for trustees and investment managers?

    Luke Hunter Investment management
    by Luke Hunter

    02 May 2025

  • Bouncability
    Insight

    Bouncebackability of equities

    History shows that the S&P 500 recovers quickly from short, sharp sell-offs

    Daniel Casali Investment management
    by Daniel Casali

    24 Apr 2025

  • America And Europe
    Insight

    Investment Outlook: Europe has woken up to the “America First” agenda

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Apr 2025

  • Trump 2000X870
    Insight

    Investment Outlook: Equities swipe left on Trump’s tariff threats

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    05 Mar 2025

  • Baku
    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

    Angelique BW
    by Angelique Ruzicka

    11 Dec 2024

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.

Watch now

Risk & Return

Keith Burdon looks at risk and return and how to get the balance right

Watch now

Diversification

Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio

Watch now

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

Watch now

Investment objectives

Luke Hunter talks about why it’s important to have investment objectives and what you need to consider

Watch now

Responsible investing

Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship

Watch now
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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