Fund manager news

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.

  • 27 August 2019 

    Earnings season: the end of the cycle is not here ... yet

    By Karolina Noculak, Investment Strategist, Multi-Asset. They say that when America sneezes, the world catches a cold. Reality is never that simple, but the signals from U.S. earnings season are mixed. The sheer scale and diversity of companies listed in the U.S. means that the fate of the country’s companies is important for the world economy.
  • 21 August 2019 

    Golden opportunity?

    Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?
  • 19 August 2019 

    Infographic: A snapshot of the world economy in August 2019

    By the Schroders Economics Team. This month's infographic focuses on why the weaker pound has failed to turbocharge the UK economy - and what governments are doing to boost growth.
  • 8 August 2019 

    Can asset allocation and stock selection improve returns for investors?

    By Ben Minter, Portfolio Manager, Cazenove Charities. What does the data tell us about investors' ability to beat the index through asset allocation, stock selection – or both?
  • 8 August 2019 

    July market update – more positive momentum

    After strong returns in June, global equity markets continued their positive momentum in July – albeit at a more gradual pace as global growth concerns weighed on investor sentiment.
  • 1 August 2019 

    What next for interest rates and inflation?

    By Janet Mui, Global Economist. The latest US data shows a surprising drop in job creation and slower wage growth, putting further pressure on the Federal Reserve to cut rates.
  • 23 July 2019 

    How to invest in China's corporate landscape

    By Jerry Thomas, Head of Global Equities. It has over 5,000 listed companies with a market capitalisation of $11 trillion. That’s just under its $12 trillion GDP. By comparison, US equity markets are valued at around US$30 trillion – or 1.4 times GDP. The opportunities for our fund managers, and other leading global investors, ought to be plentiful.
  • 16 July 2019 

    Playing chicken with a crocodile

    By Alexander Chartres, Investment Director. For thirty years, America’s central bank has cut interest rates to fresh lows every time markets or the economy wobbled. Progressively lower rates encouraged recovery through credit-fuelled spending and asset price booms. The result? Spectacular bubbles. And spectacular busts.
  • 16 July 2019 

    Market View: Trade wars, climate, and an unloved bull market

    Guy Monson, Senior Partner and Chief Investment Officer. Deglobalisation and decarbonisation are probably the greatest headwinds facing the world economy today.
  • 12 July 2019 

    Week in Review: cutting loose

    Craig Hoyda, Senior Quantitative Analyst. The Federal Reserve’s apparent confirmation that a rate cut is on the cards helped markets to break a psychological barrier this week. The S&P 500 popped its head above the 3,000 mark for the first time on Wednesday after Jerome Powell, the Fed’s chairman, said “uncertainties about the outlook have increased”.

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