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.
Iran, 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 updateSpring Statement and Iran
03 March 2026
Rachel Reeves has developed her Spring Statement and as expected has announced little of note to investors, but attention has rightly been drawn to the developing conflict in the Middle East
Read updateMarket strength despite geopolitical strains – the challenge and opportunities for investors
28 January 2026
We are in a period where geopolitics would make you run for the hills, while equity and bond performance would suggest that all is well. Seeking to make sense of this apparent dichotomy it is useful to consider the stories in play and to understand how, despite global tensions, economic factors are providing support for investors.
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.
