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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.

  • 22 May 2019 

    Heads you win… tails you win?

    By Steve Russell, Investment Director. Can you have your cake and eat it with index-linked bonds? Back in 2007 who would have thought that interest rates would not only be cut to almost zero, but then stay more or less on the floor for the next ten years.
  • 22 May 2019 

    A new era of hope

    Govinda Finn. Will imperial accession finally inspire Japan to turn from economic laggard to leader?
  • 16 April 2019 

    Populism - and why it matters to investors

    By Christopher Lewis, Investment Manager. The political activism stemming from divergent incomes and wealth has potential consequences for economies and markets.
  • 1 April 2019 

    Is Europe's slowdown really that severe?

    By Janet Mui, Global Economist. Just as investors were pleasantly surprised by Europe’s robust performance in 2017, so they were dismayed when much of that growth abruptly vanished last year.

  • 27 March 2019 

    The many contradictions of the US Federal Reserve

    Stephen Jones, Chief Investment Officer. The US Federal Reserve opted to hold rates steady in this month’s Federal Open Market Committee meeting. You’d think maintenance of the status quo ought to be relatively benign in terms of market reaction – not so this time.
  • 18 March 2019 

    Global Economic Outlook Q1 2019

    The current global economic growth environment remains subdued. Our suite of short term activity indicators has deteriorated since our last outlook, and global business sentiment indicators have yet to find a bottom.
  • 15 March 2019 

    The Brexit unknown: views from Schroders experts

    In a turbulent week for UK politics, a range of Schroders experts translate events for investors - and speculate on what might happen next.
  • 26 February 2019 

    Weakness in the eurozone

    By Niloofar Rafiei, Economist. The recent weakness in the euro area economy has come as a surprise to many. Is it a result of a series of one-off factors, or is there something perhaps more persistent?
  • 20 February 2019 

    Brexit Next Steps Analysis

    By Stephanie Kelly, Political Economist, Aberdeen Standard Investments. The path to the UK exiting the EU remains extremely opaque, with no single outcome standing out in our scenario analysis. This reflects the wide range of possible outcomes, which is also subject to change in this extremely febrile political environment.
  • 1 February 2019 

    The Tilney Investment Podcast – the role of politics

    In the second episode of Tilney's new series of monthly podcasts, Investment Manager Lucinda Johnson talks to Chief Investment Strategist Ben Seager-Scott about the role of politics in the world of investments. They discuss Brexit, Trump, the future of the Eurozone and the volatility seen in the markets recently.

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