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Research

Our Research teams oversee our investment process and the stocks, bonds and funds that we include in our portfolios.

In addition, our Fund Manager team publishes research articles on topics that are of specific interest to investors in our Funds.

It is a virtue of our size that we do not have to have an off-the-shelf view on every investment in the universe. Our process is highly targeted: we are snipers rather than having analytical armies. Instead, we concentrate our efforts on identifying the very best stocks, bonds and funds for our portfolios. Nor do we worry about the composition of stock market indices, believing that size is no guarantee of quality, and we like to think thematically rather than over-analysing shorter-term market noise.

Our focus is on blending quality, value and momentum, to identify attractive investments for our clients.

Innovation

A weekly financial markets blog written by Jim Wood-Smith, CIO Private Clients & Head of Research.

Biden begins to deliver

29 March 2021

It’s the hope that gets you. There is a fine dividing line between being optimistic and leading someone to expect too much. We had hoped this weekend might be even modestly clement. It was cold, wet and windy. Today we have been promised a taste of summer.

Nothing will come of nothing

22 March 2021

The markets are obsessed with this thing called the ‘re-opening trade’. Broadly, this is a confusion of two trains of thought. First, we all need a party. Undeniable. Second, that the vaccinated world will be a passable photocopy of 2019.

A tongue, shriller than all the music

15 March 2021

This is a very roundabout way of bringing me to the subject of risk. And of being ‘beware’. I am possibly going to be controversial here, but I am going to argue that a great deal of what we are taught about investment risk is wrong.

Thematic Research

A collection of "bite-sized" research articles exploring a variety of investment themes and opportunities.

Every cloud

11 September 2020

According to The World Economic Forum we are on the brink of Industry 4.0, a ’Fourth Industrial Revolution’ that will fundamentally alter the way we live, work, and communicate with one another. Found at the heart of this transformation, cloud technology has a unique position as an enabler for other technologies to flourish.

Game on

07 May 2020

Even before governments put us all under COVID-19 lockdown, video gaming was one of the fastest growing entertainment sectors. Indeed, in January 2019 the Entertainment Retailers Association announced that sales of games in the UK had for the first time overtaken the combined sales of music and film.

Power to the People

20 February 2020

Ever since the 1926 Electricity (Supply) Act, Great Britain has distributed electricity via a single connected grid spanning the nation: a vast network of equipment and cables for virtually all producers and consumers to utilize. Crucially, for the first time, voltage and frequency were standardized for all stakeholders.

Jargon Busting

The investment world loves a flutter of jargon. It makes commentators sound ever so clever. Yet behind this flamboyant lexicon are often some fairly simple, easy-to-grasp concepts.

AIM Research

A selection of articles and commentary about the Alternative Investment Market from Hawksmoor's Head of AIM Services, Ian Woolley.

Spring Thaw

13 April 2021

It is worth reflecting on how AIM has matured over the past twenty-five years, perhaps best evidenced by the fact that so many companies were able to raise fresh equity capital throughout this extremely challenging year.

A Brighter Dawn

15 February 2021

Human nature is such that we will always seek and find something to worry about. But our sense as 2020 ends is that, on many fronts, prospects for the UK’s smaller companies are looking brighter than for quite some time.

Investor Newsletter

Investor is our quarterly newsletter for private clients, which includes a range of articles including market updates, investment topics and features about what we do at Hawksmoor.

Investor Winter/Spring 2021

15 January 2021

Investor is our new quarterly newsletter for private clients, and includes a range of articles including market updates, investment topics and features about what we do at Hawksmoor.

Underneath the Arches: Autumn 2020

14 October 2020

Sometimes it is important just to focus on the simple and the nice message. Investment markets have, by and large, behaved well in the past three months. Phew. There is a predictable myriad of complications, nuances and exceptions around this, but the world is adapting quickly to the threats, challenges and opportunities of the COVID-19 pandemic, and markets have been reasonably calm.

Underneath the Arches: Spring 2020

04 August 2020

Where should we begin? The rhetorical question begs a response of ‘at the beginning’; the problem is that we do not know where that is. We have moved with extraordinary speed from reading stories of a new form of pneumonia in a part of China probably few of us had heard of, to the suspension of daily life as we know it.

Funds Research

Our Fund Manager Team publishes research articles on topics that are of specific interest to investors in our Funds.

The strong tailwind for active managers

13 April 2021

In this article we discuss the reasons why we believe the current investment environment for active fund managers is the best in years. With the early signs of market leadership normalizing, the conditions for active management improving, and valuations mattering again, we are excited about the potential returns of our three multi asset funds.

VIDEO: The best environment for active multi-asset investing in decades

31 March 2021

In this video presentation, we explain why Hawksmoor’s nimble size, investment trust expertise and willingness to embrace more esoteric assets results in truly multi-asset portfolios that can go beyond mainstream equity and bond markets in identifying value.

Time for a Different Approach?

13 January 2021

At the most basic level, the minimum objective of any investor is to deliver a positive return after the impact of inflation and charges over the long run. Elevated valuations in many traditional asset classes undermine the probability of achieving this goal in the future. In this article we explore how this problem has evolved and suggest that investors perhaps need to adopt a more innovative and differentiated approach to portfolio construction in order to meet their objectives going forward.

Funds Crescendo

A weekly blog from our Fund Managers team about activity in the world of multi asset funds.

Mietendeckel: Special situations in property

16 April 2021

It has been said that the definition of a special situation is a good investment gone wrong. This has certainly crossed our minds numerous times when considering one of our largest holdings in our three Funds, Phoenix Spree Deutschland (PSDL), over the last couple of years.

Who's got the power?

09 April 2021

I think we can all agree that cannibalism is a bad thing. Patrick Bateman? Bad. Hannibal Lecter? Definitely bad. Renewable energy infrastructure trusts? Bad. Hang on – renewable energy trusts are bad? Surely they’re good?!

Unprecedented use of the word ‘unprecedented’

26 March 2021

This week Daniel reflects on a year since the start of the first lockdown. A year where the UK economy contracted by 9.9%, yet the UK stock market is up more than 40%.

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