Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.


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.

  • 1 December 2020 

    The 60/40 portfolio: losing it's balance

    Edward Donati, Investment Manager. In six charts, we’ll look at why the 60/40 portfolio worked, why it may be vulnerable now, and why, in the years ahead, investors may need something different.
  • 19 November 2020 

    Testing Times: 2020 Newton Charity Investment Survey

    Our 2020 survey was dominated by the coronavirus pandemic, which has not only affected charities’ investment returns and their expectations for the future, but has also had major implications for charities’ activities and their ability to raise funds. Read the full report.
  • 27 August 2020 

    Beyond Covid-19: The ‘U-bend’ recovery

    Paul Brain. Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.
  • 25 August 2020 

    Global Outlook August

    In this edition of Global Outlook we continue to celebrate our talented colleagues who have recently been nominated for the Investment Week’s Women in Investments Awards. This is the second edition to do so and I hope you found the articles in July both interesting and informative.
  • 24 August 2020 

    Market news 24 August 2020

    Global policy stance unlikely to be tightened in the foreseeable future as recovery still too fragile to be self-sustaining The July FOMC meeting minutes, released his week, underscored the growing uncertainty over the path of the US economic recovery as new outbreaks continue to cause disruptions and fiscal…
  • 18 August 2020 

    Letter from the Americas: Nowhere to go but up?

    James McCann, Senior Global Economist, Research Institute, Luke Bartholomew, Investment Strategist. Uncertainty remains the central theme surrounding coronavirus cases and economic trajectory in the Americas. The US, Canada and Mexico have all experienced surges in cases in recent months, and each faces a different future based on its case numbers and policy response.
  • 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.