With Hilary Meades, head of charities investment

As economies recover from the effects of Covid-19, we are facing policy normalisation. Governments are withdrawing fiscal stimulus, and central banks have begun to raise interest rates. With employment strong and inflation consistently higher than expectations, the rate of this tightening is a key concern for investors this year.

There are several other challenges and opportunities that lie ahead, but how can charity investors navigate this?

Sources:
Bloomberg, May 2022
UK Dividend Monitor, Issue 49, Q1 2022, Link Group

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

Presented by

Hilary Meades

Hilary Meades

Head of charities investment

This is a financial promotion. These opinions should not be construed as investment or other advice and are subject to change. This material is for information purposes only. Any reference to a specific security, country or sector should not be construed as a recommendation to buy or sell investments in those securities, countries or sectors. Please note that holdings and positioning are subject to change without notice.

Issued in the UK by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. ‘Newton’ and/or ‘Newton Investment Management’ is a corporate brand which refers to the following group of affiliated companies: Newton Investment Management Limited (NIM) and Newton Investment Management North America LLC (NIMNA). NIMNA was established in 2021 and is comprised of the equity and multi-asset teams from an affiliate, Mellon Investments Corporation.

Explore topics