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Market review and outlook

October continued to see share prices fall and inflation rise. Central banks left interest rates unchanged and bond yields fell from their September highs. Company profits are growing at their fastest rate in decades, but cash going in and out of tech companies warrant caution. 

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New research finds demand among business for tougher laws against modern slavery

Should the UK’s modern slavery regime be stricter? Read the findings from Hult International Business School's latest research, funded by CCLA and members of the Ethical Trading Initiative. 

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Market Barometer: November 2026

The end of the beginning or the beginning of the end? Find out in CCLA’s November Market Barometer – a monthly macro outlook from our investment team. 

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Quarterly Investor Briefing

Designed for trustees, investment committees, bursars, finance directors and chief executives.

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CCLA publishes fifth global benchmark on workplace mental health

CCLA publishes its 2026 global benchmark on workplace mental health. A multiple award-winning initiative led by CCLA, the benchmark assesses how over 100 of the world’s largest listed companies manage and report on workplace mental health.

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Market review and outlook: October 2026

September witnessed a fall in share prices as central banks raised interest rates. The risk remains that interest rates will rise too much and too fast for investors with large allocations. Bond yields in the US continued to rise, most likely due to AI boosting investors’ expectations of long-term GDP growth.  

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Liquidity matters: why money market funds?

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. 

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Market Barometer: October 2026

Are we in a tug of war where earnings trump rates? This is one of the questions asked in our October Market Barometer. Each month our investment team provide a macro outlook into global investment markets. 

Join us online and add some colour to your quarterly update

Quarterly Investor Briefing

Designed for trustees, investment committees, bursars, finance directors and chief executives.

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Market review and outlook: September 2026

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.