Cazenove Charities - November 2023

Cazenove Charities - November 2023

Market update – November 2023

The US economy was surprisingly strong in the third quarter and inflation continues to fall. But investors are starting to worry they may have less reason for cheer in 2024.


THIS MONTH'S HIGHLIGHTS

Net Zero: Our Climate Transition Action Plan

It’s our duty to protect your capital from the risks of climate change, but to also explore the opportunities that our rapidly changing world brings.

BoE prepares ground for long inflation battle

Markets may be underestimating the economic costs of restoring price stability.

Demographics: the impact of ageing populations on healthcare spending

Statistical analysis of population trends suggest a large growth opportunity for healthcare providers as a result of changing demographics.


SNAPSHOT

Sustainable Multi-Asset Fund Update – Q3 2023

Tom Montagu-Pollock, James Brennan, Emilie Shaw and Matt Best provide an update on the third quarter of 2023 for the Sustainable Multi-Asset Fund.


UPCOMING EVENTS

Charity Investment Forum 2023

16 November 2023

The theme for this year’s forum is “Healthy Future”. Join investment experts and practitioners as they discuss the big topics that really matter to charity investors. We’ll be looking at the health of the global economy, findings from our latest report focused on charity investments and net zero, as well as current investment trends including regulation, spending, and investing for the long term.

We still have online spaces available or please join the waiting list to attend in person.

Register

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