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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

  • 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

  • CCB
    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

    LR Ian Kenny 0133
    by Ian Kenny

    25 Feb 2026

  • Trumpstariff
    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?

    LR Daniel Casali 0038
    by Daniel Casali

    23 Feb 2026

  • Horse
    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

    LR Daniel Casali 0038
    by Daniel Casali

    17 Feb 2026

  • USA Map
    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

    LR Daniel Casali 0038
    by Daniel Casali

    12 Feb 2026

  • Fed Logo
    Insight

    The “Wishy Warshy” Fed Reserve

    As President Trump announces his nomination for Fed Chair, we consider what it means for investors.

    LR Daniel Casali 0038
    by Daniel Casali

    03 Feb 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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