Summary
This quarter we saw the first interest rate cut from a G7 central bank with the Central Bank of Canada cutting rates by 0.25% during early June, this was swiftly followed by the ECB, which made its well-flagged cut at its most recent meeting. The Bank of England bides its time for now, however the […]
Summer – Where is the love?
Summer should be a time for positive moods to flow. The evenings are light, the central heating goes off as the temperature outside goes up, the beaches fill with eager sunworshippers and conversations about summer holidays abound. Glastonbury, the Euros, the Olympics are all still mostly ahead of us… Instead, market sentiment can be best […]
Things can only get better
In this year of elections, the UK will have made its choice by the time many of you will have found the time to read these pages. At the time of writing, the pollsters and bookmakers are predicting a seismic shift in our political landscape with a convincing Labour victory set to follow, so unless […]
It’s a team game
There are decades of academic theory devoted to the science of portfolio construction, Fama and French, Harry Markowitz, CAPM, efficient frontiers and more! You’ll be relieved to know that I will fall asleep writing about it before putting you to sleep reading it. And you know what; a wholly scientific approach just never works. The […]
HFMC Investment Quarterly Wins at COLWMA!
We are delighted to announce that our quarterly investment newsletter has won the Best Market Newsletter at City of London Wealth Management Awards! The “COLWMA’s” as they are known, promote themselves as being a “Celebration of excellence in wealth management” and the awards are unique in that winners are chosen by investors themselves. This ensures […]
Summary
‘Not yet, but really quite soon’, was the message from the West’s major central banks as they held interest rates for now, but clearly flagged their intention to start cutting rates sooner rather than later. The exact timing and pace of interest rate cuts is a slight variable, but rate cuts starting this coming quarter […]
Market Outlook
Spring – A time for optimism? As the blossom finally dares to start showing its face after a spring that feels littered with the longest of false dawns, the first rays of the sun’s warmth help to lift our spirits as we look forward to a long summer ahead. With inflation falling, central banks flagging […]
Governments – Running the risk of a red card?
As the Times Square clock was ticking down to the end of the 1980’s, another clock, newly installed a mile away on the corner of Sixth Avenue and 42nd Street shone into light, its 306 bulbs illuminating passers-by that the US national debt was nearing $3tn. Several locations and new digits later, according to the […]
India and China: Crouching Tiger, Hidden Dragon?
Separated by the peaks of the Himalayas, China and India are two countries as vast and spectacular as the mountains that separate them. Both are home to well over a billion people and both have their challenges and opportunities alike. For investors, both countries are major constituents of the emerging markets equity indices, but recently […]
HFMC Investment Strategy nominated in COLWMA Awards 2024 for best newsletter
We are delighted to have our quarterly publication, the Investment Strategy, nominated for best newsletter as part of the 2024 City of London Wealth Management Awards. The City of London Wealth Management Awards, applaud, and reward outstanding service in the wealth management industry with winners are chosen by investors themselves through an online poll, ensuring the awards truly […]
