Each month our investment team provide a macro outlook into global investment markets.
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Our in-house experts share their thoughts and perspectives covering news, research and insights into the global economy.
Fears over Al disruption are weighing on stock markets. Time for level heads and fundamental analysis
Is artificial intelligence really a threat to traditional industries, or merely misunderstood? Discover how a balanced perspective based on fundamental analysis can reveal opportunities and resilience amid the hype and fear.
How war in the Middle East is reshaping UK interest rates
Two weeks on since our last commentary, our cash team share an update on the economic impact of the Middle East war following recent escalations. With the Bank of England poised to react and markets navigating unprecedented volatility, find out what this means for inflation, energy prices, and government borrowing.
Turning out-of-favour office space into much-needed SEND provision for schoolchildren: CCLA’s sale of Braywick House
Councils expect to spend £14.8 billion on Special educational needs and disabilities (SEND) in 2025–26, creating significant budget deficits. To help, central government has proposed an extra £4 billion of support over the next three years. With around two-thirds of special needs schools at or over capacity, access to SEND support has, effectively, become a postcode lottery. The private sector has stepped in, building safe SEND environments in as little as 12 to 15 months. Historic Braywick House, which CCLA Investment Management sold in October 2025, is one example.
Market report: March 2026
February saw global stock markets climb - though notably, US shares prices fell. Concern over the disruptive potential of artificial intelligence (AI) and the sizeable investments by major tech companies into AI infrastructure, weighed heavily on US stocks. We also consider possible economic ramifications of the ongoing conflict in the Middle East.
Learning the lessons from the first year of the Care Leavers Programme
As part of a national programme supporting care leavers, CCLA hosted ‘Beyond the System’ conference in January. Participants noted that while national policy frameworks are often good, implementation on the ground is not always consistent. A year into the programme, we look at the lessons learned and what needs to happen now to help close this gap.