News

Market update – 21st September 2020

News: 21 September 2020

What we will see is a shifting of expectations for the timing of recovery. The first half of 2021 has now become the second half. It may well have another further shift backwards and become 2022. All the time, dynamic and inventive businesses will find ways not only of surviving, but of thriving. At the other end of the spectrum, the weak will fall by the wayside.

Market update – 14th September 2020

News: 14 September 2020

My role is to keep our portfolios on the straight and narrow. The importance of No Deal and the Internal Markets Bill is in their interpretation by international investors and the effect on asset prices.

Market update – 7th September 2020

News: 07 September 2020

Apple has risen by over a trillion dollars in the last year.... How can it be that the value of the maker of smart phones and attractive-looking computing devices is worth a trillion dollars more than September 2019?

Market update – 24th August 2020

News: 24 August 2020

So how are we ever going to pay back £2 trillion? Well, we won’t. If the British government ever returns to a budget surplus, to repay the debt at £1bn a year would take two millennia.

Hawksmoor supports the Transition Pathway Initiative

News: 18 August 2020

Hawksmoor is proud to be an official Supporter of the Transition Pathway Initiative (‘TPI’).

Market update – 17th August 2020

News: 17 August 2020

No matter how many times anyone assures that they will do ‘whatever it takes’, we know they are bluffing. They neither know what to do, nor what it might take.

Market update – 10th August 2020

News: 10 August 2020

The Bank of England has suggested a peak unemployment rate of 7.5% as a reasonable working assumption. That sounds horrible, but is actually well below the last three major peaks of the early Eighties, Nineties and Noughties.

Market update – 3rd August 2020

News: 03 August 2020

The US and UK equity markets are telling the same story, but in very different ways. The US, so dominated by so few companies, is saying that these leaders are only going to become stronger and stronger.

Market update – 27th July 2020

News: 27 July 2020

What we seek to avoid is buying a share just because it might be optically ‘cheap’. There are no shortages of these – anyone for a hotel, or an airline, or a restaurant chain? What we want to find is shares where there is a visible route to a change of sentiment, a credible reason why other investors will also buy the shares.

Hawksmoor CEO - video update July 24th

News: 24 July 2020

Our CEO Sarah Soar shows how 'WFH' can be done anywhere, and mentions the Company's half-yearly results which show that Hawksmoor remains in good health, which will stand us in good stead for the rest of the year.