Investment Strategy: First Quarter 2021
Welcome to the first quarter 2021 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
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.
Read more
HFMC Wealth is ranked as one of the top 100 IFAs in the UK
Judged by how our clients are treated, staff development and how forward thinking we are alongside ethical investment...
Budget 2018
We are delighted to be able to provide you with our summary of the key announcements in the Budget 2018 statement, made on Monday 29 October, which can be accessed […]
HFMC raises £60,000 for charity with track day
HFMC Wealth has helped raise more than £60,000 for two charities after sponsoring a track day at the Goodwood Motor Circuit.
Top 100 2018 The 10 Firms With The Most Assets Under Advice
Top 100 2018: the 10 firms with the most assets under advice
London IFA sponsors high-octane track day
HFMC Wealth helped raise more than £60,000 for two charities after sponsoring a money-can’t-buy track day
Ranked in Top 30 UK Financial Advisers by FT
Each year, FTAdviser's Top 100 Financial Advisers list sets out to showcase some of the best financial advisory businesses working in the UK
HMRC and the rise of big data
The government is increasing the level of data they collect on offshore holdings, with a view to analysing it further in the future. We discuss your declaration obligations and how this could affect you...
Read more
Probate fees increase 3,770% for larger estates
A controversial ‘stealth death tax’ has been introduced on top of Inheritance Tax. The significantly increased probate fee could cost your estate thousands, but is there anything you can do to avoid it?...
Read more
What’s happening in the property market?
As Brexit continues to reduce property prices and buyer numbers in the South East, we examine other economic and localised influential factors...
Read more
How changes to Entrepreneurs’ Relief could affect you
Entrepreneurs' Relief is an excellent way for business owners and investors to reduce Capital Gains Tax. But, two changes to the rules in October’s Budget are highly likely to impact the number of people who benefit...
Read more
Mitigating Inheritance Tax without gifting wealth
The amount of Inheritance Tax (IHT) paid last year rose to a record £5.2 billion. Gifting wealth is a popular way to mitigate IHT, but problematic if you want to retain your personal wealth. Here are seven ways to reduce tax without giving your wealth away...
Read more
HFMC Wealth News Highlights – 2018
We look back at an exceptional year including sponsorship of the Veloce event at Goodwood, raising £65,000 for two children’s charities, welcoming Generic Financial Management with 270 client families and signing an agreement to become the exclusive wealth management partner to the Porsche Club of Great Britain
Read more
A year for HFMC Wealth to say “thank you”
We have exceptional reasons to be grateful to you our clients as a challenging 2018 comes to a close. Thanks to you in the past 12 months we have seen over 100 new families referred to us who have entrusted their financial affairs to our keeping, and won two prestigious national ‘top 100’ Adviser awards..
Read more
General Market Review
Last year was challenging, miserable, and ultimately shocking for investors. It was the worst year for a decade with virtually all asset classes losing money and big falls in equity markets during the final quarter of the year.
Read more
Specific Market Reviews: United Kingdom
Poor old blighty, it missed out on the global upswing last year but will still suffer in any global slowdown and has the largest ever elephant in the room to contend with, growth and monetary policy for years ahead being dependent on Brexit.
Read more
Specific Market Reviews: United States
Buoyed by the Trump tax cuts the economy expanded by 3.5% in the third quarter last year, the strongest back to back quarterly growth since 2014.
Read more
Specific Market Reviews: Europe
The European growth story has disappointed, Eurozone Q3 GDP growth was 1.7% y/y compared to 2.1% in the previous quarter.
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Specific Market Reviews: Emerging Markets and Asia
The emerging markets are caught in the cross-hairs. Higher US interest rates and a stronger dollar have tightened liquidity and pushed up borrowing costs as well as sucking capital away from the area putting pressure on EM exchange rates precipitating crises in Turkey and Argentina.
Read more
Fixed Interest
For most of last year Bond funds were producing negative returns with an unholy combination of rising Government Bond yields and widening credit spreads.
Read more
Commercial Property
Writing a quarterly report about Commercial Property has become a bit like Groundhog Day, but in a nice way, with the ‘bricks and mortar’ property unit trusts consistently inching higher every month and last year was no exception.
Read more
Commodities
Just about everything went wrong for commodity investors last year.
Read more
Currencies
As bearish sentiment spread across financial markets the ‘safe haven’ currencies showed the best performance last year with the US dollar and the yen leading the way.
Read more
Nothing to Fear, but fear itself?
Facing the ravages of the Great Depression borne out of its own financial crisis, a statesman such as Roosevelt found his place at the vanguard of a new order seeking to redress the imbalances between the three major forces within any economy – the government, corporations and individuals.
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New Model Adviser of the Year Shortlisted
We are delighted to announce that HFMC Wealth were included in the top 5 shortlist for “New Model Adviser of the Year 2019”. Curated by London-based Citywire, the NMA Awards celebrate the very best of the UK professional financial planning community.
Investment Strategy: First Quarter 2021
Welcome to the first quarter 2021 investment strategy.
(You can email, print or create a PDF using the convenient icons at the bottom right of each article).
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.
Read more
HFMC Wealth is ranked as one of the top 100 IFAs in the UK
Judged by how our clients are treated, staff development and how forward thinking we are alongside ethical investment...
Budget 2018
We are delighted to be able to provide you with our summary of the key announcements in the Budget 2018 statement, made on Monday 29 October, which can be accessed […]
HFMC raises £60,000 for charity with track day
HFMC Wealth has helped raise more than £60,000 for two charities after sponsoring a track day at the Goodwood Motor Circuit.
Top 100 2018 The 10 Firms With The Most Assets Under Advice
Top 100 2018: the 10 firms with the most assets under advice
London IFA sponsors high-octane track day
HFMC Wealth helped raise more than £60,000 for two charities after sponsoring a money-can’t-buy track day
Ranked in Top 30 UK Financial Advisers by FT
Each year, FTAdviser's Top 100 Financial Advisers list sets out to showcase some of the best financial advisory businesses working in the UK
HMRC and the rise of big data
The government is increasing the level of data they collect on offshore holdings, with a view to analysing it further in the future. We discuss your declaration obligations and how this could affect you...
Read more
Probate fees increase 3,770% for larger estates
A controversial ‘stealth death tax’ has been introduced on top of Inheritance Tax. The significantly increased probate fee could cost your estate thousands, but is there anything you can do to avoid it?...
Read more
What’s happening in the property market?
As Brexit continues to reduce property prices and buyer numbers in the South East, we examine other economic and localised influential factors...
Read more
How changes to Entrepreneurs’ Relief could affect you
Entrepreneurs' Relief is an excellent way for business owners and investors to reduce Capital Gains Tax. But, two changes to the rules in October’s Budget are highly likely to impact the number of people who benefit...
Read more
Mitigating Inheritance Tax without gifting wealth
The amount of Inheritance Tax (IHT) paid last year rose to a record £5.2 billion. Gifting wealth is a popular way to mitigate IHT, but problematic if you want to retain your personal wealth. Here are seven ways to reduce tax without giving your wealth away...
Read more
HFMC Wealth News Highlights – 2018
We look back at an exceptional year including sponsorship of the Veloce event at Goodwood, raising £65,000 for two children’s charities, welcoming Generic Financial Management with 270 client families and signing an agreement to become the exclusive wealth management partner to the Porsche Club of Great Britain
Read more
A year for HFMC Wealth to say “thank you”
We have exceptional reasons to be grateful to you our clients as a challenging 2018 comes to a close. Thanks to you in the past 12 months we have seen over 100 new families referred to us who have entrusted their financial affairs to our keeping, and won two prestigious national ‘top 100’ Adviser awards..
Read more
General Market Review
Last year was challenging, miserable, and ultimately shocking for investors. It was the worst year for a decade with virtually all asset classes losing money and big falls in equity markets during the final quarter of the year.
Read more
Specific Market Reviews: United Kingdom
Poor old blighty, it missed out on the global upswing last year but will still suffer in any global slowdown and has the largest ever elephant in the room to contend with, growth and monetary policy for years ahead being dependent on Brexit.
Read more