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
Buying the world – the limitations of global tracker funds
Global tracker funds offer low-cost access to international markets, but rising concentration in US tech and elevated valuations pose risks as well as opportunities.
- Insight
UK fiscal rules may not rule OK
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing, inflation sticky, and political risks rising, investors may be looking for realism over rigidity
- Insight
Investment Outlook: Continuing the jump into equity markets
A monthly round-up of global markets and trends
- Insight
Be bold for gold: why the rally has room to run
Investing in gold is not without risk, but there are several reasons why it remains a worthy inclusion in portfolios
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