Cazenove Charities - December 2023
Markets increasingly expect central banks to start cutting interest rates in the first half of 2024.
THIS MONTH'S HIGHLIGHTS
While global statements on climate goals remain important, it is policy action from individual countries that will help investors differentiate between beneficiaries and losers.
After a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
We hosted our 2023 Charity Investment Forum as a hybrid event on 16 November at our London office. The theme for this year’s forum was a “Healthy Future”.
领英推荐
IN FOCUS
Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market.
To find out about our outlook for 2024, please join our final webinar of the year on Wednesday 13 December at 5pm. Caspar Rock, our Chief Investment Officer, along with his investment team, will be sharing their thoughts on what might lie ahead. The webinar will take place online. We hope you can join us for this informative session.
The Charity Authorised Investment (CAIF) Fund Committee
We are currently looking for a new member for our independent Charity Authorised Investment Fund committee. It is a voluntary position and entails around 4 meetings a year. The Committee is a consultative body independent of the CAIFs’ Manager and Trustee. The role of the committee is to represent the interests of unitholders in respect of the management and administration of the CAIFs. Please do get in touch with [email protected] if you have any questions, or would be interested in becoming a committee member.