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.
Reeves, Trump, A Rally and Risk
09 October 2025
With a large fiscal deficit developing, further tax rises are expected in the upcoming budget. Meanwhile, markets have largely moved on from fear of US tariffs, but multiple risks remain.
Read updateTrump’s Impact and the UK’s Fiscal Struggles
26 August 2025
While Trump reshapes the global economy in his image, debt and deficit issues are ignored. In the UK, Keir Starmer and Rachel Reeves have no such luxury and must confront public spending plans head on. This is proving no easy task.
Read updateEquities 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 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.
