Investor Newsletter

Investor Spring 2024

Research: 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.

Investor Winter 2024

Research: 12 December 2023

Investor Spring 2023

Research: 31 March 2023

Investor Winter 2023

Research: 19 December 2022

Investor - Spring 2022

Research: 30 May 2022

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 2022

Research: 11 February 2022

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 - Autumn 2021

Research: 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

Research: 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

Research: 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.

Underneath the Arches: Autumn 2020

Research: 14 October 2020

Sometimes it is important just to focus on the simple and the nice message. Investment markets have, by and large, behaved well in the past three months. Phew. There is a predictable myriad of complications, nuances and exceptions around this, but the world is adapting quickly to the threats, challenges and opportunities of the COVID-19 pandemic, and markets have been reasonably calm.

Underneath the Arches: Spring 2020

Research: 04 August 2020

Where should we begin? The rhetorical question begs a response of ‘at the beginning’; the problem is that we do not know where that is. We have moved with extraordinary speed from reading stories of a new form of pneumonia in a part of China probably few of us had heard of, to the suspension of daily life as we know it.

Underneath the Arches: Winter 2020

Research: 30 March 2020

Appearances can be deceptive. The statistics will show that 2019 was a golden year for equity investors. Indeed, the majority of markets around the world have recorded gains that outwardly defy logic.

Underneath the Arches: Summer 2019

Research: 07 November 2019

It has been exceedingly fortunate that 2019 began on January 1st. The performance of financial markets this year has been deceptively flattered by the plunge in equities towards the end of last year, the nadir of which broadly coincided with the turn of the year.

Underneath the Arches: Spring 2019

Research: 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

Research: 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

Research: 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.

Underneath the Arches: Summer 2018

Research: 23 July 2018

There has been a steady pattern to our quarterly reports over recent years. Broadly, equity markets will have risen and we then do our level best to explain why there is still plenty that worries us.