News and Resources:The latest insights and analysis from Cartwright

In depth articles and analysis providing perspective and understanding of developments in the charitable sector written by our actuaries and investment consultants. If you would like to discuss any specific article, please use the form below to send us your enquiry.

More Charities Seek Specialist Support Amid Rising Concerns Over High Fees, Poor Transparency and Generic Investment Advice

Insights and Analysis: April 2026

Cartwright Charitable Trusts is drawing attention to a growing problem: many UK charities are receiving high cost, cookie cutter investment guidance, leaving them overcharged and underserved.

The Role of Gold in an Investment Portfolio

Insights and Analysis: February 2026

Throughout history, humans have been attracted to a scarce, shiny metal that is difficult to find, mine and purify. This metal of course is gold, and to this day, it holds an important role in global culture, society and commerce.

Watch Out for Dark Fiscal Clouds (and their Silver Linings) in 2026

Insights and Analysis: January 2026

As 2025 drew to a close, most of the attention, rightly or wrongly, was on the risk of a sharp stock market correction.

Active Fund Management: When It Helps and When It Hurts

Insights and Analysis: January 2026

For charity trustees and senior executives responsible for overseeing investment portfolios, the question of whether to use active fund management can sometimes feel like a wolf in sheep’s clothing.

2026: Mind the (Possible) Precipice Ahead

Insights and Analysis: December 2025

Next year could find financial markets close to the cliff edge, as many analysts are predicting. However, while warning signs are certainly flashing, it is also possible that the year will come and go without much ado. If recent history has shown us anything, it’s that markets can be surprisingly resilient in the face of adversity, especially if central bankers have got their backs, as was the case since 2008.

Just how serious are the growing pains in the UK’s bond market?

Insights and Analysis: October 2025

The UK economy is grappling with a sense of déjà vu.

Cartwright publish its first-ever Annual Bitcoin Review

Insights and Analysis: October 2025

Cartwright Pension Trust has published its first-ever Annual Bitcoin Review, demystifying bitcoin's growing relevance to UK pension schemes...

What’s changed over the last year and why bitcoin might be worth another look?

Insights and Analysis: June 2025

In short, bitcoin is maturing as an institutional asset and early adopters and innovators should take another look.

Institutional vs Retail Investing for Charities

Insights and Analysis: September 2024

Investors are often described as being either ‘institutional’ or ‘retail’. What difference does that categorisation make and what issues should charitable organisations consider in this area?

The Art of the Possible: What Charities Can – and Can’t – Achieve with ESG Investing

Insights and Analysis: August 2024

The demand for environmental, social and governance (ESG) investing shows no sign of abating so we look at the do's and don'ts to help guide you through this tricky territory

Building your charities long term resilience? Don’t forget portfolio volatility

Insights and Analysis: August 2024

For charities who rely on the income generated from their investment portfolio reserves, a well-structured investment strategy is the winning ticket to building long term financial resilience. And, you’d be forgiven if you thought the primary focus of said strategy should be on generating a sizable return. However, if you delve deeper...

View all our latest news updates