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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

  • RI Conference Banner 1
    Event

    Responsible Investment Event 2026

    Evelyn Partners is delighted to invite you to an engaging evening exploring the innovations shaping the future.

    20 May 2026

  • Sailboat Newsletter Landing Page
    Event

    Leeds Charity Conference 2026

    Join Evelyn Partners for our 2026 Leeds Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.

    13 May 2026

  • Charities Capital Campaign Webinar Landing Page 2
    Event

    Structuring your charity’s capital campaign

    A capital campaign might be a sprint or a marathon, but in either case, structure is critical to success. Join Evelyn Partners and Gifted Philanthropy for an insightful webinar designed to help charities plan and deliver effective capital campaigns.

    23 Apr 2026

  • Compass
    Insight

    Investment Outlook: Navigating warflation

    The conflict in the Middle East is disrupting energy markets, driving inflation higher and influencing the drivers of financial markets

    LR Daniel Casali 0038
    by Daniel Casali

    01 Apr 2026

  • ME Barrel
    Insight

    Looking for an end to the Middle East conflict

    Investors are searching for clues as to whether the conflict widens or finds an off‑ramp. For now, a calm, long‑term approach remains sensible

    LR Daniel Casali 0038
    by Daniel Casali

    19 Mar 2026

  • Inventories
    Insight

    Why it’s all about inventories in the Middle East

    Inventories could determine impact on the economy and length of the war in the Middle East

    LR Daniel Casali 0038
    by Daniel Casali

    11 Mar 2026

  • Oil Barrel (1)
    Insight

    Markets are still digesting risks from the Middle East

    Oil price rises as Middle East tensions weigh on investor’s minds

    LR Daniel Casali 0038
    by Daniel Casali

    09 Mar 2026

  • Investment Outlook March 2026
    Insight

    Investment Outlook: Pump up the valuations

    A monthly round-up of global markets and trends

    LR Daniel Casali 0038
    by Daniel Casali

    03 Mar 2026

  • Middle East Esclation And Market Impact
    Insight

    Middle East escalation and market impact

    Escalating tensions in the Middle East have brought renewed market volatility and lifted oil prices, but diversified portfolios offer resilience in periods of uncertainty

    LR Daniel Casali 0038
    by Daniel Casali

    02 Mar 2026

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
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