Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- 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
- Insight
Markets are still digesting risks from the Middle East
Oil price rises as Middle East tensions weigh on investor’s minds
- 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
- Insight
How the Cash & Cautious Bond Portfolio can support your short-term planning needs
Holding everything in cash isn’t always the most effective way to support short‑term plans. A near‑cash approach can help you stay flexible with a measured level of risk
- Insight
Look through Trump’s tariff tantrums
What does it mean for investors now that the Supreme Court has cancelled the majority of President Donald Trump’s ‘Liberation Day’ tariffs?
- Insight
Saddle up for Chinese political uncertainty in Year of the Horse
China’s sudden political shake‑up raises concerns but left markets largely steady. As domestic tensions rise and geopolitical risks shift, investors may find both challenges and opportunities ahead
- Insight
Earn, baby, earn!
As US company reporting season in well underway, we consider what is driving company earnings and how they might evolve over 2026
- Insight
The “Wishy Warshy” Fed Reserve
As President Trump announces his nomination for Fed Chair, we consider what it means for investors.
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