Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Outlook 2025
Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also availa...
5 minute video update from Freddie Lait on Latitude's multi-asset strategy
The multi-asset and absolute return sectors have struggled with redemptions over the last 3 years, but Latit...
Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.
US elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that r...
Celebrating National Trustees Week 2024
This week is National Trustee Week in the UK. According to the Charity Commission there are 923,876 trustees i...
UK Budget: Key details
The Labour government has unveiled its first Budget since taking office in July. It brings to an end several m...
Private Markets Annual Report 2024
Family offices and wealthy individuals are showing increasing interest in private markets, an asset class that...
How emotional bias could drive exploitable market inefficiencies
The propensity for emotion and bias to influence our decision making is a common experience, even among financ...
Market Perspectives October 2024
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
CCLA-led modern slavery programme announces progress across corporate engagement, public policy and data
Our annual Find it, Fix it, Prevent it report outlines progress made by investors to combat modern slavery in ...
Responsible Investment Stewardship 2023
Waverton is committed to integrate sustainability throughout the business. Our sustainability strategy consist...
Inspired Magazine: The next generation of conservation
** This article is an excerpt from our Inspired Magazine publication**Two next-gen philanthropists share their...
Japan: The butterfly effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacifi...
Understanding how Unicredit is supporting the transition to net zero
Castlefield analyst, Barney Timson explains how we recently engaged with UniCredit, an Italian listed, pan-Eur...
Spotlight on LGT Charities’ Team
About the team… The LGT Charities team has been working in partnership with charities by supporting trustees a...
Engagement with The Gym Group to make their gyms even safer
In this Castlefield stock story, Eleanor Walley outlines our engagement with The Gym Group on the topic of gym...
Sustainability Disclosure Requirements (SDR) – What the FCA’s new regulation means in practice
On 28th November 2023, the FCA published its long-awaited Policy Statement on Sustainability Disclosure Requir...
Mid-Year Outlook 2024
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also av...
Geo-politics and the investing landscape
Geo-politics’ is a term used to describe countries and their relationships. It’s fair to say we’ve seen an inc...
Investing for the next decade
MEET THE NEW NORMAL, SAME AS THE OLD NORMALThe first few years of the 2020s have been characterised by huge sh...
Castlefield sponsors Northern Sustainability Summit
At Castlefield we like to share our mission of 'gathering assets to do good'. Sustainability is in everything ...
The cost of living crisis: grant making foundations
Part one of the series provided a very valuable insight, highlighting the effect of the cost-of-living crisis ...
Leading benchmark on workplace mental health in UK finds “revealing” gap between leaders and laggards
CCLA's third benchmark on corporate mental health shows just over one in four (24) of the UK’s largest listed ...
UK Equities: a Buyers’ Market?
The UK market has been suffering at least a decade of chronic outflows, but we believe it may be about to turn...
Investing for good: Exploring ways to create positive outcomes for society with your investments.
Investors are increasingly wondering if they can make a difference with their investments and contribute to su...
What are the changes to Child Benefit and how will they affect high earners?
Child Benefit has gained some attention recently in the press. The chancellor announced some immediate changes...
Castlefield joins the Financial Vulnerability Taskforce Charter
We’re pleased to announce that Castlefield has pledged their support to the Financial Vulnerability Taskforce ...
Fixed income: What’s the issue with the new issue premium?
Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by comp...
Waverton: A Truly Integrated ESG Approach
James Pike and Stefan Rheinwald: A truly integrated ESG approach. Waverton's approach is truly integrated...
CCLA co-files shareholder resolution at Amazon’s 2024 AGM
CCLA co-files shareholder resolution calling for Amazon to appoint a reputable third-party to produce a gap an...
Advocating for mandatory Scope 3 emissions disclosure
Here we discuss why we support mandatory scope 3 disclosure, why it matters and how companies are progressing....
Dancing to a different tune?
In sustainable investment circles it has been hard to escape the news that the world's top five money managers...
Investing advanced school fee payments
As the threat of VAT being added to independent school fees becomes more realistic, we understand that there h...
Castlefield receive 2024 ARC Research 3D Award
Castlefield has been announced as recipients of the 2024 ARC Research 3D Award demonstrating Castlefield's com...
Waverton's Engagement and Voting Report 2023
As active, long-term investors, we prefer to build constructive relationships with company management and enga...
The cost-of-living crisis: how does this impact the charity sector?
The cost-of-living is already felt by many. Whilst it is affecting individuals and families across the UK, it ...
Castlefield launch latest annual stewardship report
Castlefield is delighted to launch our latest Annual Stewardship Report.Our latest Annual Stewardship report d...
Market Perspectives April 2024
Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
CCLA Sustainable Investment Outcomes 2023 report
Despite the growing attention on ESG, we believe the investment industry has not truly understood that the onl...
Market Perspectives March 2024
Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
2024 Engagement Action Plan
At Rathbones we are committed to being good stewards of our clients’ assets. This means we look to use the in...
Guide to Giving
Welcome to our ‘Guide to Giving’Created by our in-house philanthropy team, its 12 chapters are designed to hel...
The Compendium of Investment
You can now request a copy of our Compendium of Investment HEREThe Sarasin Compendium of Investment is de...
Why should charities use an Investment Manager?
Having joined Harris Allday this last autumn as Head of Charities and Philanthropy – Rupert Cecil will be writ...
Market Perspectives February 2024
Welcome to our February edition of “Market Perspectives”, the monthly investment strategy update from Barclays...
UK equities could offer refuge for charities seeking higher income
Charities battle rising costsLike many individuals and institutions, the sharp rise in inflation over the past...
Biodiversity and climate change: A joint challenge
The emergence of nature and biodiversityThe case for tackling climate change has become increasingly clear to ...
Outlook 2024 - Barclays Private Bank
Strong economic headwinds will likely persist in 2024, amid an increasingly fraught geopolitical backdrop, and...
An ESG Christmas Carol
Let Dr James Corah, CCLA’s Head of Sustainability, take you on a journey through ESG past, present and future ...
Launch of the CCLA Modern Slavery UK Benchmark 2023
The benchmark assesses the largest UK companies on how they are taking steps to eradicate modern slavery in th...
Practical guide for trustees to the Charity Commission's guidance on investing charity money (CC14)
In August the Charity Commission published an update to their guide ‘Investing charity money: a guide for trus...
Just keep digging? Commodities and the energy transition
Within the energy transition debate, an area of particular contention is commodities – those who mine them, pr...
Investment Insights Q4 2023: Higher for longer
The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But the welcome fadin...
What are the key challenges facing charities who own direct real estate?
The changing face of property management:Until a few years ago, the management of a property portfolio was rel...
Market Perspectives October 2023
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
Castlefield Sustainability Review
As specialists in sustainable investment, we like to be able to substantiate how our funds make a positive dif...
Launch of the CCLA Corporate Mental Health Benchmark Global 100+
The CCLA Corporate Mental Health Benchmarks provide a window into how more than 200 of the world's largest lis...
Artificial intelligence: addressing or distorting the modern slavery challenge?
With an estimated 50 million people worldwide in modern slavery1, the financial sector faces growing expectati...
Sustainable cities: Building for the future
By 2050, the cities of the world are expected to be home to more than two-thirds of the world’s population1and...
The rising cost of living: why investing has never been more important for charities
&G Charity Funds are actively helping charities and foundations battle the drop in donations that’s being ...
The Property Income Trust for Charities 2023 Global Real Estate Sustainability Benchmark (GRESB) Result
We are delighted to announce that the PITCH Fund has received its 2023 GRESB results, with PITCH gaining an a...
Featured holding - ASML
Our featured stock stories help to illustrate how our active, sustainable investment approach works in practic...
Market Perspectives September 2023
Welcome to our September edition of “Market Perspectives”, the monthly investment strategy update from Barclay...
Climate Confident: Charity investments and net zero
Cazenove Capital, in association with the Association of Charitable Foundations (ACF), has published a report...
Bank of England hits the brakes
In a surprise move, the Bank of England (BoE) has decided to pause its recent run of rate rises, opting to kee...
LF WAVERTON CHARITY GROWTH & INCOME FUND
Charity Growth & Income Fund Factsheet, 31 August 2023
Why investors should heed this summer’s climate warnings
Key pointsAs heatwaves, wildfires and other extreme weather events increasingly ravage the planet, what can in...
Philanthropy in Asia: The power of next gens
Whatever your chosen cause, there has arguably never been a more exciting time to be involved in philanthropy....
Castlefield In the News
Part of our role as the Thoughtful Investor ® involves raising awareness and speaking out about environmental,...
Bank of England slows hiking pace
The Bank of England (BoE) has announced a 14th consecutive rate rise, taking the base rate to a 15-year high o...
Market Update- August 2023
Investors are growing increasingly optimistic about a soft landing. READ MORE
Updated Charity Investment Guidance for trustees
After a number of years of consultation, a court case and various delays the Charity Commission for England an...
Advancing Racial Equity
In this thematic piece, Castlefield's Eleanor Whalley discusses the ethnicity pay gap and how the scope of div...
5 common philanthropy myths
If you have the resources and motivation to do so, supporting the causes you care about can be one of the grea...
Charity Times Roundtable in partnership with Swiss Life Asset Managers UK, Future-proofing property
Charity Times, in partnership with Swiss Life Asset Managers UK (formerly Mayfair Capital), hosted a roundtabl...
Mid-Year Outlook 2023
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank. In this edition,...
Charity Matters - Summer 2023: Laying sustainable foundations for your charity’s future.
Changes to our ways of working, combined with the challenges of the cost-of-living crisis and...
Swiss Life Asset Managers UK is proud to announce the launch of the ‘Empowering Places’ UK social value strategy and community fund
Swiss Life Asset Managers UK is proud to announce the launch of the ‘Empowering Places’ UK social va...
The Charity Commission must close the investment guidance gap
There has been a groundswell of public opinion in recent years for sustainable change, driven by passionate ca...
Writing & Reviewing your Charity's Investment Policy
Whether you are considering investing for the first time or due to undertake a review of your existing investm...
Investing your Charity's Money for the Frist Time
We know that investing for a financial return in not a simple or quick decision for many charities.This guide ...
Writing an Ethical Investment Policy
A charity’s ethical investment policy should sit within, and form a part of, the wider investment policy. ...
Swiss Life Asset Managers signals UK expansion plans with Mayfair Capital rebrand
Mayfair Capital Investment Management Limited, the specialist UK real estate investment arm of Swiss Life Ass...
Market Perspectives May 2023
Welcome to our May edition of “Market Perspectives”, the monthly investment strategy update from Barclays Priv...
To spend or not to spend - a charity's question
When we’re talking about adaptability in the charity sector, our first thought is naturally of the COVID-19 pa...
Market Update April 2023
Recent banking sector stress has clouded the outlook for monetary policy. Read more
Market Update March 2023
MARKET UPDATE MARCH 2023 The key headlines from this month’s update • Major economies’ resilience continue...
PITCH receives Living Wage accreditation
Following the work undertaken last year to review our PITCH suppliers, I am very pleased to share that we have...
Market Perspectives April 2023
Welcome to the April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...