The first issue in a new series on Money Market Funds (MMFs). The series will explain the various features of these funds, as well as reacting to relevant geopolitical and economic events through a MMF lense.
Share prices were strong again in August. And, after several years of share price gains being concentrated in just a few shares, our funds are now benefiting from this number widening. We have also put in place several non-bond diversifiers to help with the risks of inflation and rising bond yields.
Sterling money market fund management has become more challenging as geopolitical tensions, inflation risks and uncertain interest rate expectations make it difficult to navigate. CCLA expects UK rates to stay higher for longer, but not rise further, with the next move more likely to be down in 2027. During periods of uncertainty, we look at why active management matters.
Why is mental health an important investor concern? Which UK-listed companies are leading the way when it comes to the wellbeing of their staff? We are pleased to launch our 2026 UK Corporate Mental Health Benchmark. Now in its 5th year, the benchmark assesses 100 UK-listed companies on their mental health disclosures and ranks them into one of five performance tiers.
AI and tech stocks drove market gains in May and oil prices fell despite the continued US-Iran standoff. Further attention on AI is expected with the upcoming IPOs of SpaceX, Anthropic and OpenAI. We include significant exposure to AI in our portfolios but maintain a balanced approach, including attractively valued non-AI firms.
You may think it is not possible to influence a bank without owning shares. But it is still a meaningful avenue. If you place deposits with a bank, you are a client and a source of funding. That gives you a basis for asking questions and pressing them on areas where policy or practice appears weak. This article explores why we look at cash deposits as part of stewardship and what we would like to see institutions adopt over the coming year.
Share prices rose in April, and despite rising inflation, central banks are holding interest rates steady as they assess the impact of the Middle East war. Given ongoing risks in stocks and bonds across Europe and the US, we continue to expand diversifying strategies, first introduced in early 2026.
Investors don’t need a perfect transition plan, but they do need an honest one - on Wednesday 15 April 2026, the Local Authority Pension Funds Forum and CCLA joint hosted a seminar focussed on how climate transition plans can provide a mechanism to test corporate ambition against real-world action.