Summary Q3 2026
In January, we titled our outlook “A Year for Prudent Optimism”, expecting portfolios to make steady progress. Optimism was grounded in robust investment in US tech and increased military spending in Europe. Looking ahead to the second half, that view still feels broadly right, though now we’re putting more weight on the “prudent” than on […]
Markets Outlook Q3 2026
Half time chat. As the whistle blows for half-time in 2026, we head back to the dressing room for a slice of orange and a short rest. It’s a chance to look back on a first half that started strongly, turned more challenging, but recovered somewhat by the end. At the start of the year, […]
Markets Outlook Q2 2026
A Narrower Path We began this year with an Investment Strategy titled “A Year for Prudent Optimism”. At the time, our view was that portfolios could continue to make steady progress. Significant amounts of investment in areas such as technology remained supportive, particularly in the US, whilst in Europe, greater investment in military expenditure served as […]
Summary Q2 2026
In the last strategy our view was portfolios could continue to make steady progress, supported by ongoing investment in areas such as technology, particularly in the US, and increased defence spending in Europe. We recognised strong market performance in 2025 had left some equity markets looking expensive, making the investment path narrower. Markets performed well […]
James Tuson Recognised in Investment Week’s Leaders List 2026
HFMC Asset Management is proud to share that James Tuson, Chief Investment Officer at HFMC Wealth, has been named in Investment Week’s Leaders List 2026, an industry accolade that recognises the contribution of senior fund selection and investment research leaders, in association with Artemis. The Leaders List celebrates individuals holding senior UK roles in fund […]
Summary Q1 2026
Macro: The global economy remains in a stable, but low growth cycle. Growth is holding up better than feared, with Bloomberg Consensus forecasts of global GDP at 2.6% for 2025, though risks to this remain tied to US-China trade tensions and political uncertainty. During 2025, concerns for central banks shifted away from inflation to the […]
Markets Outlook Q1 2026
A Year for Prudent Optimism The New Year is upon us—resolutions may already be wavering, but our commitment to navigating markets remains steadfast! If you are still being faithful to your resolutions – keep going! It is generally considered a dangerous pastime to go back and look at previous investment commentaries. Standard operating procedure is […]
Infrastructure: The Invisible Backbone of a Changing World
Infrastructure is now a critical growth story for the global economy. From data centres powering artificial intelligence (AI) to building the grids needed to support electric vehicles and the renewable energy transition. This article by Assistant Investment Manager, William Redmond, explains why robust infrastructure is essential for future economic growth and a good potential source […]
HFMC Asset Management Clients Benefit from Continued Investment Excellence as James Tuson Named in Citywire Top 100
HFMC Asset Management’s Investment Director, James Tuson, has once again been named in the prestigious Citywire Top 100 Wealth ManagerLists. This marks another milestone in a year of exceptional achievements for HFMC Asset Management, including a nomination for Best Mid-Sized Fund at the Citywire Wealth Management Awards [citywire.com] and now surpassing £1.1 billion in assets under […]
HFMC Asset Management: Recognized for Excellence in Investment Management
We are delighted to announce that HFMC Wealth has been named High Net Worth Planning & Investment Management Firm of the Year 2025 at the Southern Enterprise Awards. This recognition reflects our unwavering commitment to delivering exceptional outcomes for clients through disciplined investment strategies and a planning-led approach. A Testament to Quadrant’s Strength and Consistency […]