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Charities: Withdrawal rates and reserves policies

We consider how charity trustees can arrive at a maintainable spending or withdrawals policy for their endowment.

Article

Sustainability and stewardship 2023 annual report

We set out our approach to stewardship and how we strive to meet the UK Stewardship Code’s principles.

Article

How can we unlock opportunity in a new market regime?

CEO Euan Munro explores how we seek to unlock opportunity for our clients.

Article

Investment comment – April 2024

Teaser. With the start of 2024 characterised by a synchronised growth narrative, we assess the investment opportunities and…

Article

Investment comment – January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

Article

Charities team 2024 outlook: Opportunities in the new market regime

We consider the investment market outlook for 2024 and explore where charity investors should look for opportunities.

Real Return outlook
Article

Real Return: our 2024 outlook

We assess the investment opportunities.

Nutrition and health: what are the investment implications?
Article

Nutrition and health: what are the investment implications?

Why we believe nutrition and health should be key considerations for investors.

Article

The evolution of our themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

Article

Investment comment – October 2023

With interest rates set to remain elevated, we consider the implications for economies and financial markets.