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HOUSE REPORT - Q4 2024
A MULTIPOLAR WORLD
Despite ongoing geopolitical concerns, global assets saw positive performance in the third quarter of the year. How are markets defying crisis, and how long might it last?
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Impact, sustainability, and social investments: what do they mean for charity investors?
We have written multiple articles over the years trying to make sense of the terminology and practices relating to ethical investing, stewardship, and everything ESG (environmental, social and governance). This time our attention turns to the word ‘impact’, with many charities looking to align at least a part...
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Endowments: stability in an uncertain world
Charitable organisations utilise a range of strategies to fund their projects and ensure they have a lasting impact. Among these, the charity endowment represents a core source of financial stability, insulating charities from more volatile and inconsistent sources of funding, such as legacies and donations, particularly during periods...
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Future returns: what can multi-asset charity investors expect to achieve?
In the last few years, investors have been confronted with one of the most aggressive bouts of inflation seen in decades. The effects of this were amplified by the falls seen in both equity and bond markets in 2022. While there has been a strong recovery in portfolio...
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Fake or fortune: Are things really as they seem?
In today’s world it can be hard to distinguish between illusion and genuine opportunity. Children of the 1970s were offered a future with mining colonies on the moon, ubiquitous hovercraft and free energy from nuclear fusion. At that point, nobody mentioned indispensable (read: addictive), hand-held devices that have...
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Eight strategic tenets for investment success in 2024 and beyond
Each generation of bright young things believes they will manage things better than their predecessors. Many realise only too late how little they knew for most of their careers The wisest get the balance right between trusting their education and driving innovation, with an acceptance that the future...
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What CC14 means for trustees
There is plenty of material to help trustees understand their roles and responsibilities, but CC14 is the document to which most will turn. The revised guidance, published in August, includes a number of changes but is more ‘evolution than revolution’. Overall, there is improved clarity in a number...
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