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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.

Any world that I’m welcome to

06 December 2021

Anyone hoping that we may get a breather in December is going to be terribly disappointed. If anything, the roar of the daily market noise is becoming louder. Little of it makes sense, but that is always how it is when the noise is as loud as this.

Whatever happened to xi?

29 November 2021

The grey men did not quite fall from the fourteenth floor, but last Friday was an overdue reminder that markets are still markets. It is hard to take issue with the sensible view that the falls in equities in response to the breaking news of the omicron variant of covid were an over-reaction, but one that is understandable enough.

Vive la difference

22 November 2021

Now politics is not an easy concept to describe, but one way of getting to the nub of this intangible challenge is to think of it as the relationship between state and society.

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.

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.

Time, Relentless Time

12 July 2021

It’s been a good time to be invested in smaller UK companies. Time is relentless, but with it those heavy clouds of Corbynism, Brexit and COVID — which, each in turn, had kept investors awake at night — are finally now abating.

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.

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 - Autumn 2021

15 October 2021

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.

Investor - Summer 2021

15 June 2021

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.

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.

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.

Transitory proves transitory

03 December 2021

Dan Cartridge explains that inflation should be a concern for all investors, given higher inflation makes it more difficult to achieve client objectives of growing their wealth. Portfolios using traditional building blocks may struggle in an inflationary environment but many alternative assets offer inflation busting returns.

The Fund Management Industry’s Biggest Conflict?

26 November 2021

This week Ben Conway explains that when a fund gets "too big" it is likely that the manager will have to compromise their investment process, and therefore client objectives too.

Time to Consider Generalist REITs?

19 November 2021

"Most targeted REITs are now trading on premiums to net asset values (NAV), while most traditional generalist REITs are currently trading at discounts to NAV." - Daniel Lockyer looks at REITs and considers if it's time to consider generalist REITs?

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