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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 the Hawksmoor Research Team.

Trump… whatever next?

18 November 2024

As a result of various different sick notes, the leaders of the US, China, France, Germany and India are not attending COP 29. By GDP, that’s five of the top seven nations. Beyond this, it feels likely that the United States will re-withdraw from the Paris Agreement following Donald Trump’s election.

Can governments borrow as much as they want?

11 November 2024

‘Income tax was first introduced to England in 1799. Napoleon was planning to invade and we had an (allegedly) one-off whip round to raise money to fight.’ Senior Research Analyst Robert Fullerton discusses the evolution of government borrowing in this week’s Innovation.

Nothing is certain except for death and taxes

04 November 2024

Financial markets are in the midst of a crucial two-week period. In the UK we had the eagerly anticipated budget from the new Labour government, whilst the US had one of the busiest weeks of the Q3 earnings season with 5 of the Magnificent 7 reporting.

Thematic Research

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

Water Wonderful World

12 December 2023

Water as an investment theme is often overlooked, we (the human race) have set a goal to ensure the availability and sustainable management of water for all (Sustainable Development Goal 6). This is quite a feat considering only 3% of the water on Earth is fresh water and only 0.26% of that is concentrated in lakes, reservoirs and river systems where water is most easily accessible for our economic needs.

The doctor will see you now

08 July 2022

Healthcare is one of the biggest sectors in the global market, and for long-term investors, we think it can also be one of the best. It boasts some of the most innovative and exciting companies in the world, but it also has attractive defensive characteristics.

Chip Chip Hurray!

20 April 2022

Semiconductors are crucial to the modern world. They can be found in almost every electronic device. For that reason, understanding what semiconductors do, what shapes the industry, and the market dynamics within is paramount.

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.

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 Spring 2024

08 May 2024

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.

Funds Research

Our Fund Manager Team publishes research articles on topics that are of specific interest to investors in our Funds.

Funds Crescendo

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

Doom Loop or Virtuous Circle?

15 November 2024

The statistics describing outflows from UK equities continue to astound. Calastone tells us that October’s outflow of (just shy of) £1bn, marked 41 consecutive months of outflows. Numis’s Ash Nandi, in her excellent monthly report, highlighted Investment Association data (to end September) which spoke of the last month of net inflows into UK equity funds being July 2021.

Clearing events

08 November 2024

We’ve had another brief hiatus from any communications until the outcomes of the seismic political events on both sides of the Atlantic move into the rearview mirror.  The UK Budget and US election have caused paralysis in financial markets for a few months now with many choosing to sit on their hands until both are out the way.

Don't Weight - Focus on the positives

25 October 2024

It is almost exactly a year to the day that the UK small cap market troughed on 26th October 2023.   I don’t think many people would have guessed that since then, the Deutsche Numis Smaller Companies (ex ICs) Index has exactly matched the S&P 500 Index return in sterling terms, both returning an impressive 33.3%

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