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.

Goodbye yield

24 June 2019

I was going to say that bond investors are giving a message. But that would be typically on-the-fence financial flannel. Bond investors are shouting, yelling, hollering, caterwauling even, that President Trump’s trade and international policies are causing short and long-term harm to the global economy.

Into the dark

17 June 2019

Sometimes it is best to get things over and done with as quickly as possible. We shall assume, unless something weird happens, that Boris is going to be prime minister. So let us deal with that.

Icarus

10 June 2019

I have a great deal of sympathy with the theory that we are all characters in a gigantic piece of software. Beyond this, I am at a loss to understand the coincidence of my thinly veiled questioning of the powers of a certain fund manager with what occurred late last Monday.

Thematic Research

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

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.

Cleaning Up

10 January 2019

2018 was a seminal year for recycling. The national conscience has finally awoken to the demanding issues of environmental sustainability, the impact plastic waste has on the world’s marine life (with at least some credit due to Blue Planet II ) and a belated realization that our waste is not someone else’s problem.

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.

Newsletter sign up

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

Sign up now