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.
AI and Interest Rate Decisions Dominate the Agenda
16 September 2024
August saw huge swings in performance as the prospect of a slowing US economy combined with concerns over valuations in AI stocks. In September these concerns remain, but markets are taking a more balanced view as interest rate cuts are on the cards.
Read updateExplaining a Wild Week for Markets
09 August 2024
The past week has witnessed a surge in volatility across investment markets. Heavy declines occurred on Monday, 5th August, followed by subsequent recoveries. There are three main contributing factors to this story, but thin liquidity also plays a part.
Read updateThe Economic and Market Impact of a Change in Government
17 July 2024
Following a lacklustre campaign from the Conservatives, the UK has a new government. Markets have welcomed a strong victory for Labour, which has come alongside improving economic data, but patience will be required to see the full impact of Starmer and Reeves on 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.
