Latest insights

12 February 2021 6 mins

Charity focus: five lessons learnt from 2020

The global pandemic transposed many of us into the virtual world: charity investment reviews were suddenly conducted via Zoom, Teams and LoopUp (amongst others) and our conferences were delivered and attended from the comfort of our homes. In September, to complement the feedback we receive directly from clients,…

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27 July 2020 6 mins

Managing your investments in a bear market

A rising tide floats all swimmers, but it’s only when the tide goes out that you can see who is wearing a swimming costume. Markets that consistently trend upwards – which they mostly do – make most investors look smart. It generally requires the shock of a bear…

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