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Investment knowledge centre

NEWS FROM FUND MANAGERS

We’ve curated the best blog posts from experts in the field to give your charity the best insight into the investments landscape.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

HELPING CHARITIES TO INVEST FOR 90 YEARS

We use our expertise to source articles and opinions that take a critical look at the investments market. These articles, provided by leading experts, offer insight into the state of the investments market for charities, plus what to look out for.

Please note
: The views and opinions expressed in these articles are those of the authors, and do not necessarily reflect CAF’s views.

LATEST CHARITY INVESTMENT NEWS

  • 10 December 2020 

    The science - and art - of Paris-aligned investing

    Jeremy Lawson, Eva Cairns, Craig Mackenzie. The goals of the Paris Agreement cannot be met without asset allocators playing a constructive role in the low-carbon energy transition.
  • 1 December 2020 

    The 60/40 portfolio: losing it's balance

    Edward Donati, Investment Manager. In six charts, we’ll look at why the 60/40 portfolio worked, why it may be vulnerable now, and why, in the years ahead, investors may need something different.
  • 19 November 2020 

    Testing Times: 2020 Newton Charity Investment Survey

    Our 2020 survey was dominated by the coronavirus pandemic, which has not only affected charities’ investment returns and their expectations for the future, but has also had major implications for charities’ activities and their ability to raise funds. Read the full report.
  • 27 August 2020 

    Beyond Covid-19: The ‘U-bend’ recovery

    Paul Brain. Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.
  • 25 August 2020 

    Global Outlook August

    In this edition of Global Outlook we continue to celebrate our talented colleagues who have recently been nominated for the Investment Week’s Women in Investments Awards. This is the second edition to do so and I hope you found the articles in July both interesting and informative.
  • 24 August 2020 

    Market news 24 August 2020

    Global policy stance unlikely to be tightened in the foreseeable future as recovery still too fragile to be self-sustaining The July FOMC meeting minutes, released his week, underscored the growing uncertainty over the path of the US economic recovery as new outbreaks continue to cause disruptions and fiscal…
  • 18 August 2020 

    Letter from the Americas: Nowhere to go but up?

    James McCann, Senior Global Economist, Research Institute, Luke Bartholomew, Investment Strategist. Uncertainty remains the central theme surrounding coronavirus cases and economic trajectory in the Americas. The US, Canada and Mexico have all experienced surges in cases in recent months, and each faces a different future based on its case numbers and policy response.
  • 18 August 2020 

    Coal, Covid-19 and the rise of renewables

    Paul Flood. What legacy will the dwindling use of coal leave for the energy industry and investors in renewables?

OTHER INVESTMENT NEWS BY TOPIC

Investment market updates

Market updates

Independent experts bring you the latest commentary on the markets to help inform your investment decisions.

The latest from the markets
Income and capital preservation

Income and capital preservation

With more investors than ever looking for dependable income, capital preservation has become as important as performance.

Articles on capital preservation
Investment governance

Investment governance

Having robust governance for your investments means that you can feel confident that you’re doing the right thing for your charity.

Articles about governance
Investment risk

Investment risk

It’s important to understand how to navigate investment risk in order to minimise its effect on your portfolio.

Learn more about risk
Politics and investing

Politics

Domestic and international politics can have an effect on everything from interest rates to economics growth. All of these can affect the investment landscape.

How politics can affect investing
Sustainable investing

Sustainable investing

Incorporating environmental, social and governance (ESG) factors into your investment decisions.

Articles about sustainability

UNDERSTANDING CHARITY INVESTING

Why do charities invest?


Making the most of your charity’s funds is one of the biggest responsibilities you face.

Plan your investments


Once you’ve made the decision to invest, how do you research investment options?

Manage your charity’s investments


How can you make sure that you’re getting the best from your investments?