Investment Commentary

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.

Latest Investment Commentary

Got Brexit Done?

18th December 2019

Boris will claim to have ‘Got Brexit Done’, but uncertainty for financial markets will continue over the coming months. We explore why.

Conservative Majority – Reaction

13th December 2019

A strong result for Boris Johnson in yesterday's vote brings some certainty, but also raises further questions. We provide our inital reaction to the general election.

Property Investment – A Square Peg in a Round Hole

5th December 2019

With the recent suspension of trading on the M&G Property Portfolio we discuss the liquidity mismatch in property investment and explain our thoughts on the sector.

Yield Curve Inversion

14th August 2019

We discuss the signals sent by falling long term yields in our latest monthly portfolio review.

Woodford Equity Income Suspends Trading

4th June 2019

Woodford Equity Income has suspended trading. We discuss the contributing factors and the warning signs that could be seen.