Markets turned unsettled after a red‑hot run, sparking talk of a top. We still see no case to cut equities, periods like this can bring new opportunities.
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4 mins
Aligning responsible investment with purpose and mission
A strong responsible investment framework for charities balances mission, risk and return. It goes beyond simple exclusions, using Environmental, Social and Governance (ESG) integration, stewardship and clear prioritisation to align investments with purpose. The most effective approaches are evidence-based, proportionate and transparent, helping trustees demonstrate progress while maintaining long-term financial outcomes.
6 mins
Weekly Digest: A gilt-edged warning
As speculation rises that a left-winger could replace Keir Starmer, UK gilt yields have risen to levels last seen before the financial crisis, bringing renewed focus to inflation, public finances and borrowing costs. Equity markets continue to be supported by earnings growth and AI investment, even as higher yields play a more visible role.