Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.


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.

  • 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.
  • 13 March 2020 

    Thoughts on financial markets and their response to the Virus threat

    Guy Monson, Senior Partner and Chief Investment Officer and Subitha Subramaniam, Partner, Chief Economist and Head of Asset Management. Investors around the world have faced three weeks of violent price movements as the economic impact of the COVID-19 virus ripples out across financial markets.
  • 29 August 2019 

    Yield curve inversion

    By Tony Carter. The recent ‘inversion’ of the US Treasury yield curve has led to much hand wringing from investors and the financial press alike. Inversion means that the 10-year yield is actually lower than the 2-year yield, in contrast to a normal, ‘healthy’ upward-sloping yield curve.
  • 16 August 2019 

    The Eurozone: QE returns

    By Luke Hickmore, Senior Investment Manager, Fixed Income - EMEA. The long-term success (or otherwise) of the Eurozone’s first go at quantitative easing is still up for debate. Nevertheless, it was an instant hit in some quarters and now hints from Mario Draghi, president of the European Central Bank (ECB) have its fans clamouring for more.
  • 23 July 2019 

    Charity Focus: Managing your income

    By Richard Maitland, Partner, Head of Charities. We have always held the view, however, that it is best to prepare for stormy conditions when the waters are calm. It is much easier to ensure one’s vessel is truly watertight and ready to survive the fiercest seas when the sun is shining and time is on your side.
  • 3 April 2019 

    Keeping an eye on corporate debt

    By Mark Munro, Investment Director, Fixed Income. The US will soon have enjoyed the longest continuous period of economic expansion on record. Given this, it is natural that investors would look for any emerging imbalances in the global economy that could disrupt this long run of economic growth.
  • 22 November 2018 

    Late-cycle investing: Are investors in for a Dickens of a time?

    By Neil Sutherland, US Multi-Sector Fixed Income, Schroders. It is the best of times for the US economy, but for investors in high yield bonds and stocks it could become the worst of times.

  • 15 November 2018 

    Capturing growth amid 2019 volatility

    By Andrew Milligan, Head of Global Strategy, outlines Aberdeen Standard Investments’ 2019 global markets outlook. Here are five key takeaways for investors.