News: 01 July 2021
We have been seeing a surge in demand from financial planners for our award-winning AIM Portfolio Service - with assets under management increasing by 38.2% in the first 6 months of this year.
News: 28 June 2021
How should investors – all investors – prioritize financial and non-financial objectives? Should investors be locked into companies with which they have engaged, probably on environmental or carbon grounds, even if this means holding onto a badly performing share?
News: 21 June 2021
The mantra was that the Fed was going to tighten and this wimpish inflation dragon would be slayed before it had even cracked its egg.
News: 14 June 2021
The room for manoeuvre is virtually nothing. If this is just an inflation spike, then we are all still at the races. On the other hand, should this actually be the start of a prolonged cycle, the Banks will have to tighten policy, and it will hurt.
News: 07 June 2021
The chances are that Thursday’s US inflation update will cause a sizeable knee-jerk. We will have more of these over the summer as investors weigh up whether the world is on the cusp of another phase of low inflation and steady growth, or whether the future is a less benign mix of higher inflation and higher interest rates.
News: 02 June 2021
After our Virtual Event for Private Clients, the Cyber Protect Officers provided a useful list of resources to help individuals stay safe from cyber crime.
News: 28 May 2021
We’re delighted to announce that we have been shortlisted as a finalist in the 'Best Ethical Discretionary Fund Manager' category at the 2021 Investment Life and Pensions Moneyfacts Awards.
News: 26 May 2021
In this month's CEO video, Sarah Soar considers Hawksmoor's return to the office with a potential to move to a hybrid working model, the company's new Bath office, and Hawksmoor's results for 2020.
News: 24 May 2021
The question now is becoming whether one should hold onto a company whose core business is toast, if selling the shares then means that one cannot engage and try to persuade the company to be less smelly and polluting? Should ESG principles compel an investor to hold a bad investment?
News: 17 May 2021
Many have long been suspicious of inflation, a dragon that few of us have actually experienced. Honestly. April’s US core inflation rate of 3.0% is the highest since the early 1990s. No one who started in this industry in the past 30 years has worked with inflation at this level.
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