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

24th June 2021

The era of high inflation is upon us. If we were in a more sensationalist mood, this article could probably end here. Taking a more thorough approach, however, and the first question to ask is just how long will this era last?
Download

Market Update

9th June 2021

Markets are calm currently, but with US and China inflation numbers emerging anxiety over central bank tightening could develop. Meanwhile, with bitcoin continuing its losses the irrationality of bubble behaviour becomes all the clearer.
Download

Market Update

24th May 2021

Inflation is the dominant story in financial markets currently, with much debate surrounding a current upswing in prices and whether this will be a transitory effect as demand bounces back from the depths of last year’s economic mothballing, or whether we are at the start of a sustained inflationary period, not seen since the 1970s.
Download

Market Update

5th May 2021

Tech stocks fall on rate hike expectations, Dogecoin is the latest example of wild excesses in internet trends, and what to look for in the Scottish Parliament election. See our latest thoughts here.
Download

Market Update

22nd April 2021

Market confidence has been high on vaccine progression, but with the pandemic still growing we are not yet out of the woods. Tuesday’s falls were a reminder of this as India’s cases surge. Nonetheless vaccines are working and with a glut of household savings, the prospects for continued recovery are strong.
Download