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

Market Update

21st January 2022

Boris Johnson is battling to save his premiership, a Russian invasion of Ukraine looks increasingly likely and covid continues to infect around 100,000 people a day. Three large stories there, but to investment markets these are all side notes to the biggest news of the day, inflation.

Market Update – 2022 – The Year Ahead

10th January 2022

Two years have now passed since the onset of the pandemic and it remains the dominant factor for much of society. Yet, it has not been exclusively the case and while it is possible that 2022 is another year ruled by coronavirus, there are plenty of emerging topics which could draw attention elsewhere.

Market Update – 2021 in Review

23rd December 2021

Much like its predecessor, 2021 has been a challenging period for many with Covid continuing to dominate events, and yet, while the onset of Omicron has raised fears once again, the year hasn’t been without its positives and nor has it been one without other major stories affecting society and the economy.

Market Update

9th December 2021

On 25th November the FTSE 100 closed at just above 7,300. At the time of writing on 9th December the FTSE 100 is just above 7,300. A quiet couple of weeks in markets then? Not quite.

New Covid Variant – Initial Market Reaction

26th November 2021

The news overnight regarding a new potentially more transmissible Covid variant is clearly a very unwelcome development and stock markets this morning are clear in their reflection of this. US markets are closed for thanksgiving and so have not yet reacted, but Asian, European and UK equity markets have all opened down by significant amounts.