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.
Market strength despite geopolitical strains – the challenge and opportunities for investors
28 January 2026
We are in a period where geopolitics would make you run for the hills, while equity and bond performance would suggest that all is well. Seeking to make sense of this apparent dichotomy it is useful to consider the stories in play and to understand how, despite global tensions, economic factors are providing support for investors.
Read update2025 – A review of the year in markets
17 December 2025
2025 has been marked by upheaval in the global trading order, volatile geopolitical relations, and continued military conflict. Yet, despite these challenging political circumstances, it has still been a strong year for global equity markets.
Read updateLooking Ahead to the Budget and Assessing a Strong Year for Stocks
20 November 2025
Stock markets experienced a sharp sell-off in April this year following Donald Trump’s “Liberation Day” tariff announcements, but since then strong growth has occurred. A surge in US technology stocks is one factor in this, but high growth in Asian and Emerging Markets has also occurred, benefitting in part from resilience in the Chinese economy.
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.
