In theory, there is no difference between theory and practice. But in practice, there is. The relationship between bond yields and stock markets is one such situation where things are more nuanced than they look.
What we do
At Hawksmoor we specialise in providing high quality discretionary management services for Private Investors (and clients of Professional Advisers) including trusts, pension schemes and charities. We also manage Multi Asset Funds-of-funds and a series of risk-based ‘Model Portfolios’ for Financial Advisers.
How can we help you?
Private Investors: As a Hawksmoor client you can expect a high level of service from a reliable and dedicated investment team who are responsive to your needs and committed to the responsible management of your money.
Professional Advisers: If you are an Independent Financial Adviser, Solicitor or Accountant, we can work in partnership with you to provide effective solutions to managing your clients’ portfolios.
Nothing Stops This Train
Funds Crescendo blog: 09 October 2026
We are not macro investors. This doesn’t mean we are macro-unaware. In this week’s Crescendo we explore the possibility that interest rates as a tool to control inflation may be failing due to the concept of ‘fiscal dominance’. We need to recognise the changing environment in which we deploy our valuation-first process, so we can better construct our portfolios and manage our investors’ expectations.
