Investment knowledge centre


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.


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.


  • 18 October 2019 

    Where on earth are all the e-buses??

    Euan Ker. That’s not a rhetorical question; of the 425,000 electric buses worldwide at the beginning of the year, 421,000 were in China.
  • 17 October 2019 

    Do negative yields really matter?

    Luke Hickmore, Senior Investment Manager. I always judge the severity of any market theme by how often it crops up in conversation around the desk. And in truth, we don’t talk about negative yields at all.
  • 15 October 2019 

    Charity Focus: What do investors need to know about alternatives?

    Kamran Miah, Investment Manager. Investors face an environment of lower economic growth, low interest rates and ultra-low bond yields. How can alternatives help?
  • 14 October 2019 

    Disruption from climate change is only just beginning for investors

    Simon Webber, Lead Portfolio Manager, Schroders. We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.
  • 14 October 2019 

    Policy update - October 2019

    Kate Rogers, Co-head of Charities, Cazenove Charities. Read our round-up of Foundation Giving Trends 2019, guidance for charities ahead of a possible general election – and some of the key Press coverage in recent months.
  • 11 October 2019 

    Market news - 11 October 2019

    Tony Carter, Fixed Income Fund Manager and Abi High, Investment Manager review news from markets around the world for the week ending 11 October 2019.


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


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


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?