A monthly market update from our investment team. 

In this article for the CFA Institute®’s Enterprising Investor blog, CCLA’s investment team looks at the long-run outperformance of ‘quality’ shares over the broader stock market. At times, quality shares may lag the market over shorter timeframes. But they have delivered long-term outperformance for investors with that time horizon.

On 10 July we announced CCLA’s new partnership with Jupiter Asset Management. Please find a summary of the announcement, a link to our recent webinar recording and latest FAQs.  

Quick Qs with…In our new video series, James Corah answers some key questions facing responsible investing. View all videos here. 

The construction sector presents some of the highest risks of modern slavery in the UK. On 21 October, CCLA held a roundtable with Minister Jess Phillips MP, investors, senior construction sector representatives, law enforcement, survivor advocates and civil society organisations, to discuss progress in tackling modern slavery across both labour and material supply chains. 

UK Community Foundations (UKCF) announces significant expansion to the Care Leavers Programme (launched in 2024 by the Local Authorities' Mutual Investment Trust (LAMIT) and UKCF, in collaboration with CCLA) which helps young people who have experienced care survive and thrive as they transition to adulthood.

UK companies have improved their performance in addressing modern slavery, according to our third UK Modern Slavery Benchmark. But with governments in the UK and overseas tightening rules designed to tackle forced labour and related abuses, companies need to go further to meet regulatory requirements and avoid economic risks from fines and litigation.

Quality shares’ performance has been hard to predict from one quarter to the next. But in the long run, their outperformance, of the broader market and of growth shares, has been significant. Find out why in our latest article.