Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- 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
Investment Outlook: The US president is for turning
A monthly roundup of global markets and trends
- 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?
- Insight
Bouncebackability of equities
History shows that the S&P 500 recovers quickly from short, sharp sell-offs
- 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
Investment Outlook: The US president is for turning
A monthly roundup of global markets and trends
- 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?
- Insight
Bouncebackability of equities
History shows that the S&P 500 recovers quickly from short, sharp sell-offs
- 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
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