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  • General Market Review
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    General Market Review

    Investment Strategy Q4

General Market Review

Global growth remains firm, led by the US, but there has been some loss of momentum in Europe, China and the rest of Asia.
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By HFMC Press Team|2018-10-10T15:40:20+01:00October 9th, 2018|Investment Strategy Q4|Comments Off on General Market Review
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  • Specific Market Reviews: United Kingdom
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    Specific Market Reviews: United Kingdom

    Investment Strategy Q4

Specific Market Reviews: United Kingdom

Anyone who has had the misfortune to have been closeted in a meeting with me at any time in the last decade will have been...
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By HFMC Press Team|2018-10-03T17:08:20+01:00October 3rd, 2018|Investment Strategy Q4|Comments Off on Specific Market Reviews: United Kingdom
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  • Specific Market Reviews: United States
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    Specific Market Reviews: United States

    Investment Strategy Q4

Specific Market Reviews: United States

The economy remains in good shape and corporate earnings growth is forecast to be around 20% this year which mitigates some of the valuation concerns.
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By HFMC Press Team|2018-10-03T17:08:13+01:00October 3rd, 2018|Investment Strategy Q4|Comments Off on Specific Market Reviews: United States
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  • Specific Market Reviews: Europe
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    Specific Market Reviews: Europe

    Investment Strategy Q4

Specific Market Reviews: Europe

The ‘great economic recovery’ story is losing some momentum and events in Italy highlight the ongoing dysfunctionality of the Eurozone.
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By HFMC Press Team|2018-10-03T17:32:33+01:00October 3rd, 2018|Investment Strategy Q4|Comments Off on Specific Market Reviews: Europe
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  • Specific Market Reviews: Emerging Markets and Asia
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    Specific Market Reviews: Emerging Markets and Asia

    Investment Strategy Q4

Specific Market Reviews: Emerging Markets and Asia

The ‘great economic recovery’ story is losing some momentum and events in Italy highlight the ongoing dysfunctionality of the Eurozone.
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By HFMC Press Team|2018-10-03T17:32:25+01:00October 3rd, 2018|Investment Strategy Q4|Comments Off on Specific Market Reviews: Emerging Markets and Asia
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  • Fixed Interest
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    Fixed Interest

    Investment Strategy Q4

Fixed Interest

The long term direction of travel in bond yields remains gently upwards as global growth remains firm and Central Banks gradually tighten monetary policy.
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By HFMC Press Team|2018-10-09T13:34:15+01:00October 3rd, 2018|Investment Strategy Q4|Comments Off on Fixed Interest
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  • Commercial Property
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    Commercial Property

    Investment Strategy Q4

Commercial Property

The Commercial Property cycle has become increasingly mature and returns will likely be lower going forward, driven almost entirely by rental income rather than capital growth.
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By HFMC Press Team|2018-10-03T17:40:10+01:00October 3rd, 2018|Investment Strategy Q4|Comments Off on Commercial Property
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  • Commodities
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    Commodities

    Investment Strategy Q4

Commodities

Oil prices remain firm reaching US$80/bl and prompting a significant rally in energy stocks.
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By HFMC Press Team|2018-10-03T17:43:36+01:00October 3rd, 2018|Investment Strategy Q4|0 Comments
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  • Currencies
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    Currencies

    Investment Strategy Q4

Currencies

The US dollar has rallied this year as political travails and disappointing economic data proved headwinds to the euro and sterling.
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By HFMC Press Team|2018-10-03T17:55:57+01:00October 3rd, 2018|Investment Strategy Q4|0 Comments
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  • The Great Unknown…
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    The Great Unknown…

    Investment Strategy Q4

The Great Unknown…

I’ve tried to avoid writing about Brexit in the last few newsletters because trying to follow the tortuous progress has been an exercise in frustration...
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By HFMC Press Team|2018-10-03T18:13:46+01:00October 3rd, 2018|Investment Strategy Q4|0 Comments
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