Politics-hero

Fund manager news

POLITICS AND CHARITY INVESTING

Domestic and international politics can have an effect on everything from interest rates to economics growth. All of these can affect the investment landscape.

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.

  • 5 August 2020 

    Would a Biden presidency hurt stock prices?

    Sean Markowicz, CFA, Strategist, Research and Analytics, Schroders. Our analysis suggests such an assumption would be premature.
  • 29 April 2020 

    Keep calm and carry on

    Keith Skeoch, CEO. An unexpected global pandemic has triggered the third bear market of the 21st century. At the start of the year, equity analysts had priced in profits growth of 5-10% a year, now they are downgrading their profits estimates by 5-10% a week. One of the deepest economic recessions since the 1930s will expose some well-known and some less well understood imbalances, whether economic, political or financial.
  • 16 March 2020 

    Chief Economist Dispatches: when is a recession not a recession?

    Jeremy Lawson, Head of ASI Research Institute. The Chief Economist’s Dispatches is a new monthly column from our chief economist offering original insights into the major global macro events and themes moving markets.
  • 18 February 2020 

    Is capitalism in the west dead?

    Richard Dunbar, Head of Macro Investing Research. Is capitalism in the West dead? It’s not as fanciful a question as it first seems. Globalisation, for decades the engine of economic growth, has gone into reverse. Automation, AI and Big Tech have irrevocably changed the business and investment landscape. At the same time, rising inequality has resulted in populist politicians, from the US to Europe, either surging to power or having their policies adopted by mainstream politicians. The intergenerational divide appears wider than ever. Worryingly, faith in our institutions (political, economic, cultural) is dwindling at a time when climate change threatens us all. Dramatic stuff. However, as investors, our job is to look through short-term noise to try and identify long-term trends. When we do, there is much to consider.
  • 11 February 2020 

    Will markets roar in the 2020s?

    Martin Gilbert, Chairman. Some people have labelled this decade the new “roaring twenties”. But 2020 seems to have come in with more of a squeak than a bellow. Some stock markets are down, while others have made only limited progress.
  • 31 January 2020 

    Seven reasons why London will thrive regardless of Brexit

    Tom Walker, Co-Head of Global Real Estate Securities, Schroders. London, with its diverse economy, global status and educated workforce, can continue to thrive whatever the future holds.
  • 29 January 2020 

    January Market Pulse – are equities disconnected from reality?

    Chris Godding, Tilney. Despite the slowdown in economic growth in 2019 and disturbing global events since the beginning of this year, equity markets have been remarkably robust
  • 21 August 2019 

    Populist push

    A new 'post-globalisation' era may have major implications for investors.
  • 20 August 2019 

    Brexit – opportunity in uncertainty?

    The UK is set to leave the EU on 31 October. Under new Prime Minister Boris Johnson the prospect of a ‘no-deal’ Brexit – once viewed by many as unthinkable – is now a real possibility. The questions are: what might be the fallout if the UK crashed out of the EU? And what would it mean for investors?
  • 31 July 2019 

    Where next for financial markets?

    By Andrew Milligan OBE, Head of Global Strategy, Aberdeen Standard Investments. Central banks have made their moves. Politicians have delivered key announcements. What do these mean for financial markets for the rest of the year and into 2020?

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