Cazenove Charities - March 2024
Record highs in the US and Japan and fiscal challenges in the UK.
THIS MONTH'S HIGHLIGHTS
Tom Montagu-Pollock, Emilie Shaw and Matt Best provide an update on the Sustainable Multi-Asset Fund.
Japan’s stock market has boomed over the past year and, after 34 years, has finally regained its 1989 peak. Even after the dramatic improvement in performance, Japanese shares still look attractive.
Consumer spending, tech and healthcare will all remain in focus in 2024
In focus
Our latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.
UPCOMING EVENTS
Thursday 7th March 2024, 9.30am - 1.00pm
We are delighted to be partnering with Haysmacintyre and Farrer & Co. to deliver a comprehensive training webinar to charity trustees.
The session will cover investment, legal and accounting updates from charity specialists. Given important regulatory updates within the sector over the past year, this webinar is designed to help trustees understand good governance and their ongoing responsibilities.
Tuesday 19th March 2024, 2.00pm - 3.00pm
Cazenove Charities and Schroders Solutions are partnering to bring you the very best practice in charity and pension investment management. In this online webinar, we'll be covering a range of topics from navigating the key issues facing pension schemes, to aligning mission and values with pension assets, to engaging with pension stakeholders.