Cazenove Charities - April 2024

Cazenove Charities - April 2024

Market update – April 2024


The Fed, the ECB and the BoE could all cut rates in June.

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THIS MONTH'S HIGHLIGHTS

Will June be the month when all three of the BoE, ECB and Fed first cut interest rates?

A more cautious Bank of England looking for further evidence of a sustainable fall in inflation makes it less likely to be an early mover on cuts.

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Annual shareholder meetings need a shake-up, but how?

Shareholder meetings are often uninspiring but they are essential for shareholder democracy. We consider how they could be revamped to better serve the needs of all stakeholders.

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Where next for Japanese equities after record high?

With share prices now exceeding the bubble-era high in 1989, we examine whether the Japanese stock market can continue to move higher.

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IN FOCUS

Decarbonisation, demographics and deglobalisation: Charity Multi-Asset Fund Strategy and Implementation Evolution

The 3D Reset

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Decarbonisation, demographics and deglobalisation: Sustainable Multi-Asset Fund Strategy Evolution

The 3D Reset

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UPCOMING EVENTS

Charity Investment Forum

We are delighted to be hosting our hybrid 2024 Charity Investment Forum on the 14th November. Please save the date below. The full agenda and invitations will be sent later in the year.

Save the date


Trustee Training

Our annual charity investment trustee training programme will give trustees the confidence to invest their charity’s assets to best support their financial and charitable objectives. Our courses are designed to provide an overview of best practice in charity investment; covering charity law, investment policy and introducing available investment asset classes.

Bristol Trustee Training – 7th May at 2.30pm – In person


London Trustee Training Part One – 20th June at 10am – Hybrid

London Trustee Training Part Two – 12th September at 10am – Hybrid


Sustainable Multi-Asset Fund Update

11th July at midday – Hybrid


Charity Multi-Asset Fund Update

15th May at midday – Hybrid

5th November at midday – Online


We look forward to welcoming you to one or more of our events this year.



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