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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 the Hawksmoor Research Team.

China Crisis

21 October 2024

China has repeatedly tried to stimulate its equity market over the years. But what is the real root cause of the problem?

Economists on trial

14 October 2024

Warren Buffett once semi-joked that any company that has an economist has one employee too many. It’s easy to see why. History is littered with examples of them getting things wrong. Most recently, they failed to understand the Federal Reserve’s thinking and encouraged everyone to pencil in that proved to be far too premature.

Cross Border Trades

07 October 2024

Global trade is always more complex than it seems. Bans or large tariffs on trades may appear significant but there is always a way to get around them. In 2022 the UK, US, EU and other G7 nations revoked Russia’s most-favoured-nation status, which meant Russia now doesn’t have to be treated fairly in terms of trade by these nations.

Thematic Research

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

Water Wonderful World

12 December 2023

Water as an investment theme is often overlooked, we (the human race) have set a goal to ensure the availability and sustainable management of water for all (Sustainable Development Goal 6). This is quite a feat considering only 3% of the water on Earth is fresh water and only 0.26% of that is concentrated in lakes, reservoirs and river systems where water is most easily accessible for our economic needs.

The doctor will see you now

08 July 2022

Healthcare is one of the biggest sectors in the global market, and for long-term investors, we think it can also be one of the best. It boasts some of the most innovative and exciting companies in the world, but it also has attractive defensive characteristics.

Chip Chip Hurray!

20 April 2022

Semiconductors are crucial to the modern world. They can be found in almost every electronic device. For that reason, understanding what semiconductors do, what shapes the industry, and the market dynamics within is paramount.

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.

AIM’s Coming-of-Age Year

28 July 2021

There is no denying that AIM has had some difficult teenage years. And unquestionably there are still dark alleys in this market that are best avoided. Yet the past eighteen months have shown that AIM is growing up.

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 Spring 2024

08 May 2024

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

Funds Research

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

Funds Crescendo

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

A Golden Week for Chinese Equities

04 October 2024

It’s been a remarkable period leading into the National Day Golden Week celebrations in China. Chinese equities have been amongst the most hated in the world in recent years, leading to the usual lazy arguments of ‘China is uninvestable’ surfacing again.

NAVel-gazing

27 September 2024

We’re not always curmudgeonly when it comes to investment trust governance: last week Daniel complimented the actions of the Board of Keystone Positive Change

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