“A few years ago when inflation started rising, there was a general consensus that it would remain sticky and above the 2% inflation of the past decade. This has proven to be largely right. With more inflation and more volatility in the macro outlook and in underlying stocks it is more important than ever that portfolios should be properly diversified.”
What we do
At Hawksmoor we specialise in providing high quality discretionary management services for Private Investors (and clients of Professional Advisers) including trusts, pension schemes and charities. We also manage Multi Asset Funds-of-funds and a series of risk-based ‘Model Portfolios’ for Financial Advisers.
How can we help you?
Private Investors: As a Hawksmoor client you can expect a high level of service from a reliable and dedicated investment team who are responsive to your needs and committed to the responsible management of your money.
Professional Advisers: If you are an Independent Financial Adviser, Solicitor or Accountant, we can work in partnership with you to provide effective solutions to managing your clients’ portfolios.
When Asset Allocation isn’t Asset Allocation
Funds Crescendo blog: 13 November 2026
A decision to invest in an active fund isn’t necessarily part of an asset allocation decision. Indeed, choosing an active fund on the basis of its investable universe or label might not make sense. Our approach looks at the characteristics of a fund and what it might bring to our own funds’ portfolios rather than trying to meet a target asset allocation weight.
