Investing Insights

Risk Ratings vs Real-World Risk

For many trustees, a “5 out of 7" tells you almost nothing about whether your charity can pay next year's grants. As trustees prepare for a more demanding risk environment, it's time to ask whether the labels the investment industry hands out, Cautious, Balanced, Adventurous were ever really designed with charities in mind.

Getting back on track: global markets deliver for investors in Q2

In the first quarter of 2026, a strong start for markets was derailed by the outbreak of hostilities in the Middle East. In Q2, markets got “back on track”, shaking off continuing uncertainty to deliver strong returns for investors in the second quarter of the year.

While the Fog of War Lifts, AI Risks Still Cloud the Horizon

Since the beginning of March, the conflict between the US and Iran has had a significant influence on financial markets. June brought a meaningful change to that backdrop.

Understanding Passive Investing: addressing common misconceptions

In this article, we look to address a few of the questions and concerns we have come across regarding passive investing and aim to clear up some common misconceptions.