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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.

  • 12 May 2020 

    US profits: will they bounce back as quickly as investors think?

    Karolina Noculak, Investment Strategist, Multi-Asset. US earnings season is always a spectacle and this time around is no different. Well, no different but for one exceptional factor: Covid-19, and its effects on company profits. The businesses that make up the S&P 500 Index have started to tell us how they performed from January to March, a period of unprecedented operating conditions.
  • 11 May 2020 

    Can emerging markets withstand the coronavirus shock?

    Robert Gilhooly, Senior Emerging Markets Research Economist. After originating in China, coronavirus began to take hold in many other parts of the world in mid-March. Some other emerging markets (EMs) may be less able to deal with coronavirus than China, or advanced economies, such as the United States.
  • 7 May 2020 

    The race to treat COVID-19

    Alex Hunter, Global Equity Portfolio Manager and Analyst. The announcement that Roche’s antibody test has been approved by Public Health England represents a significant step in fighting coronavirus. While it is not yet clear to what extent having had the virus gives immunity against catching it again, an effective antibody test is a positive development.
  • 7 May 2020 

    Are investors ignoring the outlook for earnings in Europe?

    Irene Lauro, Economist, Schroders. Although stimulus measures will help the economic recovery, equity markets seem to be ignoring the full impact of the pandemic on companies’ balance sheets.
  • 30 April 2020 

    Market update – May 2020

    A summary of our current economic and market views.
  • 29 April 2020 

    What Covid19 can teach us about the climate crisis – and what we should do about it

    Natasha Landell-Mills, CFA, Partner, Head of Stewardship. The world is at war with two invisible killers. The first – Covid19 – has infected over 2.5 million people, forced millions into lock-down, caused widespread job loses and led governments to requisition productive assets to an extent not seen since World War Two.
  • 29 April 2020 

    April Market Pulse – taking risk in unprecedented times

    The reward for taking risk is usually how investors grow their portfolios over time. Chris Godding explains its principal components: inflation, dividend, premium and real grow.
  • 27 April 2020 

    Ask a Charity Fund Manager: Q&A

    To help charities understand the impact Covid-19 is having on their investments, the EdenTree Charity Team published an open invite for questions about our funds or the wider investment market. The following anonymised questions have been answered by our Charity Fund Managers; Ketan Patel, Chris Hiorns and David Katimbo-Mugwanya and we hope these prove helpful to charities with similar concerns.
  • 27 April 2020 

    Covid-19: The income challenge

    Alan Goodwin, Head of institutional and charity investment relationship management. In the wake of economic lockdown we examine the outlook for dividend payments and explore how charities can seek to navigate the uncertain backdrop.
  • 27 April 2020 

    Covid-19: why the tech giants have emerged as winners

    Sean Markowicz, CFA, Strategist, Research and Analytics, Schroders. As many companies plunge into the financial unknown, the tech giants could emerge stronger than ever.

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