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.
Equities Up, But it’s Not All Sunshine and Roses
22 July 2025
Equity markets are performing well currently, with most regions having surpassed the levels they reached prior to Donald Trump’s initial tariff announcements in early April. Yet, while these gains are justified in many areas, there are also plenty of developments that should raise caution.
Read updateMarket Perseverance in a Busy World
24 June 2025
In broad terms, equity markets have now recovered from the losses experienced in early April, when Donald Trump’s tariff announcements knocked confidence in international trade. The positive performances that followed successful tariff negotiations may give the impression of a settled global order, but with a volatile conflict in Iran among a range of challenges, that is clearly not the case.
Read updateUnderstanding Trump’s Tariff Plans and the Market Forces Behind These
15 April 2025
After the initial losses, markets are now in recovery mode after a series of tariff U-turns from Trump. We are not clear of the woods yet, but this backtracking has been welcome
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.
