Skip to main content

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.

What are we going to do now?

07 June 2021

This is a self-indulgent and roundabout way of getting to say that markets feel as if they are running out of ideas. What are they going to do now?

It’s all about the S

24 May 2021

We should all be talking about SEG. Because this is all about society. The environmental and governance issues only matter in so far as they affect the social. There is a nuance or two to this, but, broadly, ESG is all about the S.

On the Ning Nang Nong

17 May 2021

Last Wednesday’s American inflation data sent markets into a tizz. 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.

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.

Interview with Ben Conway - by Professional Adviser

07 May 2021

Tom Ellis, editor of Professional Adviser magazine, interviews Head of Fund Management Ben Conway, who explains why the team no longer look at fixed income as a diversifier in multi asset portfolios.

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.

Funds Crescendo

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

The Perils of Cumulative Performance

11 June 2021

Typically, funds are judged on 1/3/5 year cumulative performance which we think is very dangerous. In this blog Ben Conway explains why this is the case, and why it is often the best time to invest after a period of poor performance.

Back in Berlin

04 June 2021

Phoenix Spree Deutschland, one of the top holdings across our three Funds, has this week announced a radical and very shareholder-friendly capital allocation policy. Read our thoughts here.

The REIT Stuff

28 May 2021

Property as an asset class has been filling the column inches again in the past few weeks. In this blog Ben Mackie highlights the highly targeted exposure to property that has been an important component of our Funds for years.

Newsletter sign up

Sign up here to receive our news, research items or market updates.

Sign up now

Share

Back to Top