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Fund manager news

RISK AND CHARITY INVESTING

It’s important to understand how to navigate investment risk in order to minimise its effect on your portfolio.

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.

  • 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.
  • 30 September 2019 

    Diversification 4.0

    How has the evolution of multi-asset investing shaped best practice today? And what does the future hold?
  • 30 September 2019 

    Smaller companies: Understanding the Risks

    Harry Nimmo, Head of Smaller Companies. What are the higher risks that explain the small-cap premium? And what characteristics explain why smaller companies perform differently from their larger peers?
  • 16 October 2018 

    From risks to reality

    Paul Diggle, Senior Research Economist. Headwinds to the global economic expansion are building, as monetary policy becomes more restrictive and trade policy frictions mount.
  • 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.