Articles from the JM Finn & Co Charity Performance Guide published in 2011. Choose another archive: 2010
2009

Author:
John McMullen
Director of Employment Law
Wrigleys Solicitors LLP

September 2011

Charities and the recession: meeting the challenge through restructuring, mergers and consolidation

Charities are battling to ride through the current recession. This inevitably means looking at staff costs and efficiencies, as well as other measures, to ensure survival of the organisation. The past 12 months have provided num... more >>

Author:
James Harries
Investment Manager, Global Funds
Newton Investment Management

September 2011

Volatile financial markets and the case for equity income investing

Financial markets have been characterised in recent times by a considerable degree of volatility. As investors seek to make sense of the many challenges to global economic growth, and come to terms with significant political unce... more >>

Author:
Mark Powell
Senior Investment Manager, Charities
JM Finn & Co

September 2011

Fixed interest – a pricing dilemma

The UK Gilt market has had the most incredible bull run, appreciating 9.2% over the past six months, while the FTSE All-Share Index has fallen 12.5%. Furthermore, over the past three years the UK Gilt market has returned 26.1%, ... more >>

Author:
Graham Spooner
Adviser
Amberley Advisory

September 2011

Welcome to the New Reality

Last year in this publication I wrote on the subject: From the alphabet of recovery to more for less in the age of austerity. At that time I stated that economists (and I trained as one) were “still divided on the p... more >>

Author:
Richard Maitland
Head of Charities
Sarasin & Partners LLP

September 2011

Manager risk and market risk: just how clever should you expect your fund manager to be?

With three distinct and significant stockmarket falls over the past decade, it is unsurprising that many investors are asking whether they should take a different approach with their investments. The grass simply must be greener... more >>