Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- Event
Charity Conference - Leeds 2025
Managing Your Charity’s Assets – People, Property, Cash, and Investments.
- Event
Charity Conference - Belfast 2025
Support, insight and training for charity trustees and leaders
- Insight
Investment Outlook: Balancing the West Side Story with the East Side Story
A monthly round-up of global markets and trends
- Insight
Keep calm about equity valuations and carry on investing
History shows that valuation extremes can persist for years
- Insight
De-dollarisation: diversification, not disruption
The US dollar’s role as the world’s primary reserve currency has been increasingly called into question, but in our view, it is unlikely to lose its status anytime soon
- Insight
Reasons to be cheerful part 3: Are global carbon emissions peaking?
The reduction in carbon emissions may be difficult to achieve, but the energy transition appears to have some underlying momentum
Trustee training videos
Webinar 21 March 2025
Our experts talk about recent movements in the gilt market, what exactly Total Return investing is, and how to recruit and manage more diverse boards of trustees.
Diversification
Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio
Investment Policy
Caroline Jarvis Gee talks about investment policy statements, what they are what it should be included and how often it should be reviewed
Investment objectives
Luke Hunter talks about why it’s important to have investment objectives and what you need to consider
Responsible investing
Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship