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 […]
Summary Q4 2025
The global economy continues to be characterised by slow growth and increasing uncertainty. While some sectors are showing some resilience, tariffs, inflation, and geopolitical risks are creating a complex and challenging backdrop for investors alike, which demands a risk-aware approach. There are signs tariffs are beginning to contribute to higher consumer prices in the US, […]
Markets Outlook Q4 2025
Autumn and the leaves are beginning to fall For me, the Autumn months have become a time of reflection, marked by both caution and a sense of optimism. On the one hand, the evenings drawing in signal it is time to pack away the ‘t-shirt and shorts’ wardrobe of summer, to be replaced with something […]
Gold: Everything in its Right Place, or time for the Exit Music?
On the surface, the only thing seemingly more in demand than gold right now is a Radiohead ticket, so it is unsurprising to see the gold price reaching another recent record. Whilst this is intended to be a short piece, it is sensible to set the background for some of the broad themes that have […]
🎉 Quadrant Turns 15 – Our Proud Parent Moment
Earlier this month, “Quadrant” – our discretionary management service – reached its fifteenth birthday. Our “Quadrant” service is exclusively available to advisers of HFMC Wealth. Like any proud parent, we’re beaming from ear to ear. And, just like a teenager clutching a clutch of shiny GCSE results, we want to share the good news. 2025 […]
Summary Q3 2025
The coming quarters are likely to be one of slow and slowing Tariffs have muddied the water as consumers and companies dragged forward demand to earlier this year to mitigate some of the tariff impact. There is a risk that this gives an illusion of a more solid economic backdrop in comparison to what we […]