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CHARITY INVESTING: MARKET UPDATES

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

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.

  • 10 August 2020 

    Market news 10 August 2020

    Bank of England meeting produces no major changes The Bank of England announced that rates will be left on hold at 0.10% and QE will be left unchanged following the MPC meeting on Thursday. To date, the BoE have committed to a target of £745bn in asset purchases,…
  • 7 August 2020 

    Market behaviour, lessons from previous crises and what the future holds – a Q&A with fund managers

    David Brett, Investment Writer, Schroders. We spoke to Johanna Kyrklund and Robin Parbrook to get their views on a tumultuous first half of 2020 and what we might expect in future.
  • 7 August 2020 

    Why digital infrastructure could emerge stronger from Covid-19

    Ben Forster, Equity Analyst, Global Real Estate, Schroders. The Covid-19 pandemic has accelerated the need to modernise digital infrastructure networks. We expect that this will create new investment opportunities.
  • 3 August 2020 

    Market update – August 2020

    A summary of our current economic and market views.
  • 3 August 2020 

    Could the bounce-back be quashed by a second wave?

    Vicki Owen, Schroders. With some countries fearing a second wave of Covid-19 cases, Schroders’ chief economist Keith Wade considers whether a bounce back in the economy could be quashed.
  • 31 July 2020 

    The Great Shutdown

    The COVID-19 pandemic and associated shutdowns of economic activity are an enormous negative growth shock that is causing unprecedentedly deep recessions almost everywhere. But the contraction phase of the crisis has also been comparatively short-lived, and our forecasts incorporate a recovery from H2 2020 as shutdowns are slowly lifted.
  • 31 July 2020 

    Talk: The coronavirus impact on the charity sector

    Rob Stewart, head of multi-asset and charity investment, and Rorie Evans, client director, discuss the initial findings from our 2020 Charity Investment Survey on how the coronavirus pandemic has affected the charity sector.
  • 30 July 2020 

    Does the surge in government borrowing matter?

    Keith Wade, Chief Economist & Strategist, Schroders. Fiscal policy may be today’s saviour, but Schroders' Chief Economist Keith Wade thinks the massive increase in borrowing caused by Covid-19 will create significant challenges in the future.
  • 30 July 2020 

    Five key investor questions on China answered

    Robert Gilhooly, Senior Emerging Markets Research Economist, and Nick Yeo, Director and Head of Equities, China. Amid the Covid-19 pandemic, our team considers the relative prospects for China’s economic recovery and stock market resurgence.
  • 30 July 2020 

    Sprint-start…slowing to a jog

    James McCann, Senior Global Economist. A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has pushed our short-term forecasts higher, we’re not convinced it heralds a V-shaped recovery. Rather, we expect the pace of growth to slow through the second half of 2020, with the crisis still set to deliver sizeable permanent damage to economies over the long term. Moreover, country-level performance gaps are opening up, reflecting the relative success of policymakers in containing Covid-19 outbreaks.

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