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Fund manager news

INCOME AND CAPITAL PRESERVATION

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

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.

  • 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.

EXPLORE THE INVESTMENT KNOWLEDGE CENTRE

Why do charities invest?

Why do charities invest?

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

Is investing right for your charity?
Couple planning where to go

Plan your charity’s investments

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

Understanding investment choices
Manage your charity

Manage your charity’s investments

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

Reviewing your portfolio