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The backdrop remains unsettled, from Middle East tensions to changing rate expectations. We still see reasons to stay constructive; investors are rarely rewarded for waiting on perfect conditions.

Markets turned unsettled after a red‑hot run, sparking talk of a top. We still see no case to cut equities, periods like this can bring new opportunities.

A strong responsible investment framework for charities balances mission, risk and return. It goes beyond simple exclusions, using Environmental, Social and Governance (ESG) integration, stewardship and clear prioritisation to align investments with purpose. The most effective approaches are evidence-based, proportionate and transparent, helping trustees demonstrate progress while maintaining long-term financial outcomes.

Prepare for the new Charities Statement of Recommended Practice (SORP) with 7 practical steps to strengthen transparency, Envrionmental, Social and Governance (ESG) reporting and how investments support your mission.