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Q1 2026 HOUSE REPORT
LOOSE MONEY HARD POWER
Fresh into 2026, our latest House Report explores the themes shaping the months ahead, from the resilience of risk assets amid geopolitical tension and renewed Trump-era unpredictability, to the risks around elevated AI valuations and the payback from data-centre investment.
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New risks, new choices
As investment services for charities grow more sophisticated, careful due diligence is more important than ever, especially with newer, non-specialist providers entering the market. With fewer listed companies available, private market investments can also enhance diversification and potential returns.
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Portfolio Perspectives: Navigating AI exuberance with valuation discipline
Watch the latest episode of Portfolio Perspectives as Tom Santa-Olalla and Tom Kynge, a Portfolio Manager in our Multi-Asset team, address clients’ questions about concerns of an artificial intelligence-related bubble in equities, the current valuations of companies versus their historical averages, and their outlook for 2026. The discussion...
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Ethical conundrums for charity investors
As we move towards a more fragmented, multipolar world, charity investors continue to face the dilemma of aligning their financial goals with their charity’s values, purpose, and the interests of their wider stakeholders....
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Portfolio Perspectives: The case for alternatives - Gold, Bitcoin and beyond
Watch the latest episode of Portfolio Perspectives, where Tom Santa-Olalla talks with Alastair Baker from our Multi-Asset team about the role of alternatives within client portfolios. For the uninitiated, Alastair explains what exactly constitutes an alternative investment, how these asset classes have performed in recent years, and the...
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In the latest episode of Portfolio Perspectives, Tom Santa-Olalla talks with Michael Jervis, Portfolio Manager in our Multi-Asset team, about our new Security theme and how we’re finding diversification in volatile markets.
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Could your charity benefit from taking a ‘total return’ approach?
Trustees face a balancing act to ensure they generate sufficient income for current beneficiaries, while growing income over time so that future beneficiaries have the same spending power, after the effects of inflation. In the past, a charity with permanently endowed capital was restricted to...
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