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Charity Financials Insider provides free monthly insight and analysis for charity finance professionals on the latest developments, trends and events within the sector.

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Author: Richard Maitland

Managing a steady income course

Managing your income: how to navigate a smooth and steady course

A surge in equity markets since early January means portfolios have performed strongly in the first half of 2019. However, at Sarasin we believe that it is best to prepare for stormy conditions when the waters are calm, and that it is much easier to ensure one’s vessel is truly watertight when the sun is shining and time is on your side...