Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
Quilter Cheviot: Review for Charities
We are excited to share the first ‘Review for Charities’ for 2025, featuring a wealth of insights and expert...
Market Perspectives March 2025
Welcome to the March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
Active vs Passive: Geese fly in gaggles, eagles fly alone
In October 2024, we hosted an in-person event where we discussed one of the most enduring debates in investmen...
Spring into action: rethink your cash assets today
With spring around the corner, is now a timely opportunity for UK charities to reassess their cash management ...
What could derail the Bank of England’s plans for 'gradual' rate cuts?
In an interview in the Financial Times in December, Bank of England (BoE) Governor Andrew Bailey offered a les...
Global Market Review – January 2025
Higher-than-expected corporate earnings revisions helped drive global equities to a 4.2% gain during January, ...
Guide to responsible investing
A charity’s responsible investment policy should sit within, and form a part of, the wider investment policy.W...
Investing your Charity's money for the first time
We know that investing for a financial return in not a simple or quick decision for many charities.This guide ...
Guide to conducting an Investment Manager review
Once your investment policy has been finalised, you may well be looking to select an investment manager. But, ...
Writing and 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...
Market Reflection and EFG Harris Allday View
2024 has been another eventful year for global economies and financial markets. Key themes have included the c...
Five-year anniversary note: The M&G Charity Multi Asset Fund
November 2024 marked the five year anniversary of the M&G Charity Multi Asset Fund. From the initial pessi...
Global Outlook Video - January 2025 - document
This document shows the charts that we think are particularly useful to help us determine where we are in the ...
Polls apart: A review of the year of divergence
2024 marked a year of political upheaval and historic shifts in global equity markets, with the rise of the “M...
Investment Perspectives 2025 Outlook: No time for complacency
2024 proved to be an eventful year with a record number of global elections, ongoing preoccupation with the ou...
Private Markets - Five Essential Insights for Charity Investors
In today’s rapidly evolving financial landscape, private markets are generating interest with investors, inc...
LGT - Market Outlook 2025
Outlook 2025 - Navigating transformation, trade and technology.
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...