Charities, Trusts & Foundations Investment Club - Conversation and Lunch

Presentation Title: Beyond the Headlines: The Structural Forces Shaping Charity and Endowment Portfolios

Presentation by: Rathbones

Geopolitical events and market volatility tend to drive the news cycle. For perpetual investors, though, long-term outcomes are more often shaped by slower structural change. Will McIntosh-Whyte, Fund Manager, and Ianjit Bhatti, Senior Investment Analyst, both from the Rathbones Multi-Asset Team, will lead a discussion on three forces we believe will shape the investment landscape over the next decade:

• Artificial intelligence moving from infrastructure build-out to broad economic adoption
• A shift from efficiency to resilience and strategic autonomy, particularly in supply chains and energy
• Growing strain on government balance sheets

They'll look at how these forces interact, where capital is going, and where the costs are likely to fall. The conversation will then turn to what this means for charity and endowment portfolios:

• Maintaining real spending power
• How reliable traditional diversifiers remain
• The risks of concentrated market leadership
• The case for flexibility in strategic asset allocation

This is a great opportunity to:

• Connect with peers in the charities and investment space
• Exchange insights on current market trends
• Explore emerging investment opportunities
• Enjoy thoughtful discussion in a relaxed, informal setting hosted by the cio investment club

Spaces are limited to ten, so we encourage you to secure your place. We look forward to seeing you there!