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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.

  • 14 December 2018 

    Macroscope: buckle up

    Research Institute. The synchronised global upswing of the past few years is well and truly behind us. In its place, 2019 offers up a range of headwinds: a burgeoning trade war; a fading US fiscal stimulus; tighter monetary policy in the US and several emerging markets; Brexit uncertainty; an Italy-EU budget standoff; a big tax hike in Japan; and several elections where populists could perform strongly.
  • 7 December 2018 

    G20 stare down does not de-escalate tensions

    By Govinda Finn, Japan and Developed Asia Economist, Aberdeen Standard Investments. It would be easy to see last weekend’s G20 meeting a heralding a thaw in the US-China trade war. But it hasn’t.
  • 16 November 2018 

    Brexit: UK economic outlook hinges on May selling deal

    By Azad Zangana, Senior European Economist and Strategist, Schroders. We think the risk of a no-deal Brexit should mean Theresa May gets her deal through parliament. If not, the UK risks a recession next year.
  • 25 October 2018 

    Why the EU will reset Brexit countdown

    Stephanie Kelly, Political Economist. Negotiating an orderly UK exit remains the best option for both sides, which is why we expect Brussels to acquiesce and extend the Article 50 transition period. But it will likely come with strings attached.
  • 1 October 2018 

    Private markets – growth of the asset class

    Private markets continue to go from strength to strength. In 2017, private market firms (general partners or GPs) raised a record sum of $750 billion globally. This marks the eighth consecutive year of expansion and takes assets under management to $5 trillion worldwide – an all-time high. Here, we look at the factors driving this impressive growth, address some of the challenges facing the industry and ask what the future holds for private markets.
  • 21 September 2018 

    Week in Review: Ambush!

    Theresa May met up with EU leaders this week in Salzburg, in order to try to sell her latest version of Brexit, AKA the Chequers plan. As ever, the Irish Border was the main sticking point. But Mrs May seemed quietly confident.
  • 10 September 2018 

    What does Brexit mean for investors?

    By Andrew Milligan OBE, Head of Global Strategy, Aberdeen Standard Investments. As investors, there are two ways of handling the risks and opportunities that Brexit will create. The first is to pay no attention at all and to focus on the long-term factors that affect returns. The second is to trade the market vigorously, attempting to pre-empt the effects of every development.

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