Latest views
See the latest thoughts from the fund management team here. We discuss the main economic themes, investment trends and political developments and explore the implications of these for the Future Money portfolios and wider markets. These articles are intended only for the use of professional financial advisers. They do not constitute advice or verified factual information.
Goodbye Starmer, Iran Calmer
22 June 2026
Given it was no surprise, UK markets were stable following Keir Starmer's resignation. International markets have been more focused on the US-Iran peace deal and with the continued excitement in the AI sector, with SpaceX's IPO drawing the most attention.
Read updateInterest Rates, Geopolitics and the Limits of Forecasting
07 May 2026
While the start of this year saw investment markets expecting further interest rate cuts, current expectations are now of rate hikes. Whether these materialise or not will in large part be determined by the path of the Iran war and the flow of oil through the Strait of Hormuz.
Read updateIran, Oil and Inflation
13 March 2026
While Trump started this war, it will not be solely down to him when it ends. The duration of this blockage to energy exports is the main financial question of this conflict and will be key in determining the direction of investment markets
Read updateQuarterly Report
The Quarterly Report provides an insight into how the four strategies have been managed, along with the thought processes behind the investment decisions made by the fund managers.
Future Money Webinars
Richard Cole regularly shares his views in a series of webinars which are designed to help you “make sense of the markets” and to understand how they may affect your pension and investment portfolios.
