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.

Manish boy

12 August 2019

America wants a trade deal with us. Really? Well knock me down with a chamois leather. Of course we can have a trade deal. Except that there is no ‘deal’ involved. We can have the trade arrangement America wants, as quick as we want it. But let’s not get too side-tracked by the chlorinated chickens again.

What a difference a tweet makes

05 August 2019

Trump loses his temper from time to time and fires off a tweet. This one had the dual purpose of putting the frighteners on the Fed for having the audacity not to promise more cuts in interest rates, nor free Ben and Jerry’s for anyone whose surname rhymes with ‘ump’.

Take another shot of courage

29 July 2019

It is an astonishing three and a half years since we presented Katy Lies. Those who came to our roadshows in January 2016 will remember our Steely Dan-inspired argument that financial markets were acting as drug addicts, hooked on handouts of free money from quantitative easing.

Thematic Research

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

Oil talk, no trousers

24 July 2019

Our recent paper, Net Zero, asked testing questions of the oil & gas industry. Scientists tell us the world cannot afford to burn more than one-third of known oil reserves: so how flexible can oil firms be in adapting to a low-carbon economy? This follow-on paper considers a clean transition for one of the world’s most controversial and important industries.

Net Zero

10 June 2019

In April 2019, the statutory body that advises the government on preparing for climate change declared that the UK should target net-zero carbon emissions by 2050. For some, the Committee on Climate Change’s (CCC) recommendation is outrageously ambitious; even the prior 2050 target of an 80% reduction in emissions relative to 1990 seemed a Herculean challenge.

Riders on the Storm

08 April 2019

Earth’s climate is changing. This is creating more erratic and extreme weather, a tangible financial risk for businesses and individuals: 2018 was the fourth most expensive year for insured catastrophe losses, and 2017/18 was the worst ever two-year period. At the battlefront of climate risk is the catastrophe insurance sector.

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.

Underneath the Arches

Underneath the Arches is our quarterly newsletter for private clients of our Portfolio Management Services, in which we attempt to explain what has happened in investment markets in recent months and to lay out our expectations for the future.

Underneath the Arches: Spring 2019

24 June 2019

Arguably the greatest challenge of long-term investment is to ignore the short-term. It is also a truism that investment newsletters are written an uncomfortably long time before they are delivered and read. It is therefore inevitable that much will have changed between typing these thoughts and their unruly disturbance of your Sunday cornflakes.

Underneath the Arches: Winter 2018

21 January 2019

Few will look back on 2018 with affection. A year that began so brightly ultimately ran away with itself and ended with equity market falls uncomfortably reminiscent of 2008 and 2009. That, we are glad to say, is where the similarities with the Great Financial Crisis begin and end.

Underneath the Arches: Autumn 2018

16 October 2018

The long hot summer has passed into autumn. The long hot bull market is showing unmistakable signs of fatigue. The markets though are not mirrors of the seasons and weariness need not necessarily be followed by financial winter.

Funds Research

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

Trust

14 June 2019

Trust is perhaps the most important element in a decision to invest with an active fund manager. Together with our rigorous investment process, we hope that the disciplines we impose on ourselves give our investors in the Hawksmoor Funds the greatest chance of seeing their desired outcomes achieved.

An Open and Shut Case

11 April 2019

The use of Real Estate Investment Trusts (REITs) in our funds, help us deliver diversified exposure to property sub-sectors that we believe offer the best risk-return profiles in the most efficient manner possible, whilst protecting investors from the cash drag and suspension risks associated with open-ended property funds.

Japan: Once bitten, twice shy?

11 March 2019

The 1980s were a booming time for Japanese assets with the stock market increasing 600% during that decade and that exuberance extended to the property market. It has gone down in folklore that the value of the Imperial Palace in Tokyo was worth more than the whole of California.

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