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Market barometer: March 2025

Each month our investment team provide a macro outlook into global investment markets.

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How to capture the AI trend, without getting caught out

How do we identify ‘quality’ shares in information technology and AI? Our latest article looks at how we invest in quality companies at a reasonable price, tilting our positions away from recent market favourites. 

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Spring into action: rethink your cash assets today

With spring around the corner, is now a timely opportunity for UK charities to reassess their cash management strategies? 

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Consumer choice with Charlotte Ryland and Joe Hawkes

In the third of a series of three podcasts, Charlotte Ryland, Head of Investment and Joe Hawkes, Deputy Head of Investment, talk to Portfolio Adviser about our exposure to financials and how they fit into a quality portfolio.

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CCLA Investment Seminar - Exeter

The 2025 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

Hyatt Hotel in Birmingham

CCLA Investment Seminar - Birmingham

The 2025 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

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CCLA Investment Seminar - Edinburgh

The 2025 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

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CCLA Investment Seminar - Newmarket

The 2025 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.

Rhodes House

CCLA Investment Seminar - Oxford

The 2025 Investment Seminar Series is designed to enable you to do more than just meet your obligations in managing your charity. We hope that the knowledge and insights, shared in a practical and accessible way, and the opportunity to learn from the experience of others, will help you make the best use of your investments in an environment of significant change.