News

Market update – 10th August 2020

News: 10 August 2020

The Bank of England has suggested a peak unemployment rate of 7.5% as a reasonable working assumption. That sounds horrible, but is actually well below the last three major peaks of the early Eighties, Nineties and Noughties.

Market update – 3rd August 2020

News: 03 August 2020

The US and UK equity markets are telling the same story, but in very different ways. The US, so dominated by so few companies, is saying that these leaders are only going to become stronger and stronger.

Market update – 27th July 2020

News: 27 July 2020

What we seek to avoid is buying a share just because it might be optically ‘cheap’. There are no shortages of these – anyone for a hotel, or an airline, or a restaurant chain? What we want to find is shares where there is a visible route to a change of sentiment, a credible reason why other investors will also buy the shares.

Hawksmoor CEO - video update July 24th

News: 24 July 2020

Our CEO Sarah Soar shows how 'WFH' can be done anywhere, and mentions the Company's half-yearly results which show that Hawksmoor remains in good health, which will stand us in good stead for the rest of the year.

Ben Conway a finalist in Alpha Manager Awards

News: 23 July 2020

Our Head of Fund Management Ben Conway has been nominated in the FE fundinfo Alpha Manager Awards 2020 - which celebrate “the top 10% of fund management talent."

Private Client Virtual Seminar - Recording now available!

News: 21 July 2020

Our first Virtual Roadshow for Private Clients was a great success - with the highly-engaged audience asking the presenters some excellent topical questions. You can listen to the recording here.

Market update – 20th July 2020

News: 20 July 2020

It has become thankfully rare for us to be asked ‘is ESG just a fad?’ To ask this is to misunderstand what ESG is. It is not just an investment style. ESG is a means of thinking and working based on the principle that all stakeholders in a business are in it together.

Market update – 13th July 2020

News: 13 July 2020

Almost every business with a physical interaction with the consumer has to downsize its capacity. This is a structural shrinkage, not just something that will be all over by Christmas.

Market update – 6th July 2020

News: 06 July 2020

The Chancellor will doubtless profess his prudence, but according to all leaks, is set to hand out yet another round of giveaways. A break on stamp duty on purchases up to half a million pounds, perhaps. Maybe a cut in VAT. Some have even mooted vouchers for spending in the pub.

Market update – 29th June 2020

News: 29 June 2020

Reopening the economy will mean that we have successfully come out of recession, that we are back on the right tracks. That the economy may still be a fifth smaller than at the turn of the year will be forgotten, confined to the smallest of the small print.