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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

  • Gettyimages 1772714735
    Event

    Charity Conference - Bristol 2025

    Connecting charity leaders with what they need to know

    17 Jul 2025

  • Gettyimages 1674133290
    Event

    Livery Conference

    As Worshipful Companies, charities, and membership organisations, livery companies are subject to a unique set of circumstances and must balance the richness of their history with remaining relevant in the next century. Evelyn Partners cordially invites guests from London’s livery community for a conference looking specifically at these issues. After the presentations, please join us for canapes, drinks and informal discussions with speakers and other guests.

    16 Jul 2025

  • Gettyimages 1370642448
    Event

    Charity Conference - Liverpool 2025

    Connecting charity leaders with what they need to know

    18 Jun 2025

  • US Tax
    Insight

    Not-so-beautiful US taxes

    Section 899, part of the One Big Beautiful Bill Act, could increase market volatility, but there are scenarios where it might also bring potential benefits for US equities

    Daniel Casali Investment management
    by Daniel Casali

    10 Jun 2025

  • Volatility Spring 25. Mobile No Text
    Insight

    Investment Outlook: Back to the future with fundamentals

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    03 Jun 2025

  • Uturn (1)
    Insight

    Investment Outlook: The US president is for turning

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 May 2025

  • Charities Investment4
    Insight

    The potential impact of Trump’s tariffs on charity portfolios

    President Donald Trump's tariffs could affect charity portfolios. What are the key risks and opportunities for trustees and investment managers?

    Luke Hunter Investment management
    by Luke Hunter

    02 May 2025

  • Bouncability
    Insight

    Bouncebackability of equities

    History shows that the S&P 500 recovers quickly from short, sharp sell-offs

    Daniel Casali Investment management
    by Daniel Casali

    24 Apr 2025

  • America And Europe
    Insight

    Investment Outlook: Europe has woken up to the “America First” agenda

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Apr 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

Watch now

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

Watch now

Investment objectives

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

Watch now

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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