Cazenove Charities - October 2024
Rate cuts in the US, China and Europe boost markets.
THIS MONTH'S HIGHLIGHTS
Given uncertainty about where the “neutral” rate of interest lies, we worry an aggressive rate cutting cycle could re-ignite the dying inflationary embers.
Global stock markets remain close to record highs, despite the escalating conflict in Middle East. How concerned should investors be?
As the world races towards net zero, we discuss the strategies investors could use to decarbonise their portfolios.
SNAPSHOT
We were delighted to host the second part of our Trustee Training program on 12th September.
Webinar: Charity Multi-Asset Fund Update, Tuesday 5th November 2024
Tom Montagu-Pollock, Adam Spring and Maisie Hobbs will provide a half yearly update for the Charity Multi-Asset Fund.
Charity Investment Forum, Thursday 14th November 2024
The theme for this year’s forum is “Advancing Intelligence”. We will be joined by our keynote speaker Shivvy Jervis, alongside investment experts and practitioners.