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Guest Article: Shifting Priorities by Newton Investment Management

Get an insight into the 2022 Newton Charity Investment survey and how this year’s survey suggests that 2022 is a year of change for the charity sector.

Guest Article: How to invest in a world of high inflation by James Hambro & Partners

How can charities respond to this year’s spike in inflation from an investment perspective? Patrick Trueman from James Hambro & Partners considers some of the implications of inflation for charities, whether inflation is here to stay and how he’s responding in his portfolios.

Sustainable portfolio ‘withdrawal rates’ for charities

Article from Newton Investment Management on how much can charities withdraw from their endowment to spend on good works, while leaving the remaining endowment protected from the effects of inflation?

2022 Newton Charity Investment Survey

This survey into the charity sector gives the sector unique insight and trend comparisons of its investment intentions.

Bouncing back: the 2021 Newton Charity Investment Survey

While charities continue to suffer significant disruption from the coronavirus pandemic, this year’s survey tells a story of resilience and recovery, with the vast majority of charities remaining steadfast in their investment strategies.

Charles Stanley: Should ESG apply to governments as well as companies?

Charities are under pressure to take socially aware investing seriously. Many charities have been early adopters of the new tools to evaluate share portfolios under the ESG banner.