June 28, 2018 – HPM Partners is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers in the US for the fourth year in a row. The Financial Times, one of the world’s largest business news organizations, invited more than 1,500 elite independent RIA… Learn More

The recent volatility in Emerging Markets (EM) has raised the question from investors about the potential for contagion. Containment over Contagion 6.19.18… Learn More

Accelerating growth in the US should help offset the slowdown in Europe and Asia, allowing 2018 global GDP growth to improve over last year. Heightened trade tensions will introduce more risk to the 2019 global growth forecast. June Economic Outlook and Market Forecast June Chartbook… Learn More

Global GDP is still expected to grow at a slightly higher rate compared to last year, with improving US economic growth compensating for the somewhat unexpected slowdowns in Europe and Asia. Increasing trade tensions are the biggest risk to this generally positive scenario. May 2018 Economic Outlook and Market Forecast May Chartbook… Learn More

Includes 1st quarter 2018 Market Commentary and asset class performance summaries. HPM Market Digest 1Q 2018… Learn More

The recovery from the early February equity market correction was apparently a bit abrupt as the lows have been retested over the last few weeks.  US equity markets lost over 2% Monday and actually traded below the February 8th correction low before recapturing half of Monday’s loss at today’s close.  We believe this continues to… Learn More

After an unusually docile period through most of 2017, volatility returned to equity markets with a vengeance in Q1. Stocks opened the year on a strong note, building on the strong momentum which characterized the second half of 2017. However, the robust January employment report stoked fears of imminent wage inflation and helped produce the… Learn More

Following up on thoughts expressed in our note of March 2nd, the Trump administration announced another round of punitive tariffs which is focused this time solely on China. China Tariffs… Learn More