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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.

  • 8 November 2019 

    Investors must get used to an environment of lower growth

    Martin Gilbert, Chairman, Aberdeen Standard Investments. We will have to get used to an environment of lower growth. However, this is the kind of environment in which active managers will truly prove their worth.
  • 7 November 2019 

    Global tensions do not necessarily mean avoiding riskier investments

    Kate Rogers, Co-head of Charities. The election of Donald Trump has increased uncertainty in the financial markets, but charities should consider carefully before moving their money
  • 7 November 2019 

    Bank of England takes dovish turn, but for how long?

    Keith Wade, Chief Economist & Strategist. While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.
  • 4 November 2019 

    Two lessons from the underperformance of alternative energy

    Mark Lacey, Head of Commodities, Schroders. Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?
  • 30 October 2019 

    Global transformation: tackling climate change in five charts

    Isabella Hervey-Bathurst, Global Equities team, Schroders. Simon Webber, Lead Portfolio Manager, Schroders. Addressing climate change is not only going to transform the global economy, it’s going to divert trillions of dollars of investment every year. So, what does this mean for investors?
  • 29 October 2019 

    Will CO2 rules choke car industry profits?

    Scott MacLennan, Fund Manager/Research Analyst, European Equities, Schroders. Nicholette MacDonald-Brown, Head of European Blend Equities, Schroders. Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.
  • 29 October 2019 

    The October Market Pulse 2019

    Tilney Group’s Chief Investment Officer Chris Godding discusses the macroeconomic ideas and research from October 2019.
  • 28 October 2019 

    Are asset managers doing enough to tackle inequality?

    Therese Kieve. Until recently, most CEOs subscribed to the philosophy that a corporation exists principally to serve its shareholders. That changed in August 2019, when the Business Roundtable, a US business group, issued a new statement declaring that a company exists ‘for the benefit of all stakeholders – customers, employees, suppliers, communities and shareholders’.
  • 23 October 2019 

    Is the US heading for recession in 2020?

    Martin Arnold, Economist, Schroders. We look at what bond and labour markets are signalling about the prospects for the US economy next year.
  • 21 October 2019 

    Plant power

    Jeneiv Shah, Deputy Fund Manager. Veganism takes a bite out of traditional food consumption.

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