In this update, James Monk reviews FutureWise performance during a volatile quarter driven by geopolitics, oil prices and inflation, alongside insights from Pranav Aggarwal on the implications of energy markets for inflation, growth and portfolios.

In this update, James Monk reviews market shifts beyond the US, portfolio positioning, private asset progress and LTAF deployment, while Ayesha Akbar explores geopolitical risks and implications for long-term investors.

James Monk, Investment Director, reviews the performance of FutureWise against our benchmarks and celebrates the third anniversary of the FutureWise Target Date Funds. Vivian Liu, Portfolio Manager, provides an update on the progress of accessing private assets and shares some examples of the interesting investments.