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  • Spring Budget 2024
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Charity articles and videos

In this section you will find insight articles and trustee training videos.

Return to homepage Charity events

Insights and articles

  • Charlotte Gale Bowcliffe Hall Bramham
    Event

    Charity Conference - Leeds 2025

    Managing Your Charity’s Assets – People, Property, Cash, and Investments.

    12 Nov 2025

  • Gettyimages 1182850660
    Event

    Charity Conference - Belfast 2025

    Support, insight and training for charity trustees and leaders

    22 Oct 2025

  • Gettyimages 469974825
    Event

    Charity Conference - Glasgow 2025

    Connecting charity leaders with what they need to know

    08 Oct 2025

  • London Charity Conference Landing Page Large
    Event

    Charity Conference - London 2025

    Connecting charity leaders with what they need to know

    17 Sept 2025

  • Edinburgh
    Event

    Charity Conference - Edinburgh 2025

    Connecting charity leaders with what they need to know

    11 Sept 2025

  • Shanghai (1)
    Insight

    Investment Outlook: Balancing the West Side Story with the East Side Story

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    04 Sept 2025

  • stockmarket
    Insight

    Keep calm about equity valuations and carry on investing

    History shows that valuation extremes can persist for years

    Daniel Casali Investment management
    by Daniel Casali

    01 Sept 2025

  • US Dollar Depreciation 1920X1080 Jan 23
    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

    Rob Clarry Associate director
    by Rob Clarry

    20 Aug 2025

  • Windfarm
    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

    Katrina Brown
    by Katrina Brown & Mattia Taboga

    08 Aug 2025

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.

Watch now

Risk & Return

Keith Burdon looks at risk and return and how to get the balance right

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Diversification

Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio

Watch now

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

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Investment objectives

Luke Hunter talks about why it’s important to have investment objectives and what you need to consider

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Responsible investing

Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship

Watch now
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

Personalised, expert wealth management advice

Personalised, expert wealth management advice

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