Cazenove Charities - May 2024
Springtime blues for stocks and bonds.
THIS MONTH'S HIGHLIGHTS
The Federal Reserve is unlikely to cut rates as previously expected in June and it is now a close call whether it will cut at all in 2024. Heightened risks in the Middle East add a further element of uncertainty.
Watch the video to hear Kate Leppard, Head of Client Service, in conversation with Cazenove Capital’s investment team, or read the summary below.
OUR FUNDS
Tom Montagu-Pollock and Adam Spring provide an update on the first quarter of 2024 for the Charity Multi-Asset Fund.
Our fourth annual Sustainability and Impact Report for our Sustainable Multi-Asset Fund demonstrates the fund management approach during 2023.
Tom Montagu-Pollock, Emilie Shaw and Matt Best provide an update on the first quarter of 2024 for the Sustainable Multi-Asset Fund.
UPCOMING EVENTS
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.
Charity Multi-Asset Fund Update