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Thematic Research

Our Thematic Research papers are ‘bite-sized’ articles for Professional Advisers with clients invested in our Portfolio Management Services. They explore a variety of investment themes and opportunities.

Water Wonderful World

Research: 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

Research: 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!

Research: 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.

Carbon of Eden

Research: 20 January 2022

Climate change and environmental factors have undoubtedly climbed political agendas. Governments are rolling out net zero and clean energy policies at a faster rate than ever before. Carbon is, of course, a big part of the picture.

Hydrogen - more than hot air

Research: 23 September 2021

With an atomic number of just one, hydrogen sits at the top of the periodic table. It is the simplest element and is believed to account for roughly 74% of the visible universe. Its role as a source of clean fuel in an ever-changing world could be transformational. Hydrogen production is a fascinating and rapidly evolving technology which has great investment potential.

Cybersecurity and its challenges

Research: 17 May 2021

Cybersecurity is one of the most important and dynamic trends in the world today. A survey from Allianz shows it is already the biggest risk businesses face. Add in the fact that technological progress will only increase the importance of cybersecurity, and it is easy to see how an industry built on protecting our data could be supercharged for growth.

Every cloud

Research: 11 September 2020

According to The World Economic Forum we are on the brink of Industry 4.0, a ’Fourth Industrial Revolution’ that will fundamentally alter the way we live, work, and communicate with one another. Found at the heart of this transformation, cloud technology has a unique position as an enabler for other technologies to flourish.

Game on

Research: 07 May 2020

Even before governments put us all under COVID-19 lockdown, video gaming was one of the fastest growing entertainment sectors. Indeed, in January 2019 the Entertainment Retailers Association announced that sales of games in the UK had for the first time overtaken the combined sales of music and film.

Power to the People

Research: 20 February 2020

Ever since the 1926 Electricity (Supply) Act, Great Britain has distributed electricity via a single connected grid spanning the nation: a vast network of equipment and cables for virtually all producers and consumers to utilize. Crucially, for the first time, voltage and frequency were standardized for all stakeholders.

Renewable revolution

Research: 10 October 2019

Renewable energy sources have experienced a surge in popularity in recent years. The likes of wind and solar power were once viewed as being expensive, inefficient and unable to cater for a meaningful proportion of a nation’s power demands. These notions are being quashed by factors including climate change and falling costs, augmented by an increase in public awareness of environmental issues.

Oil talk, no trousers

Research: 24 July 2019

Our recent paper, Net Zero, asked testing questions of the oil & gas industry. Scientists tell us the world cannot afford to burn more than one-third of known oil reserves: so how flexible can oil firms be in adapting to a low-carbon economy? This follow-on paper considers a clean transition for one of the world’s most controversial and important industries.

Net zero

Research: 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

Research: 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

Research: 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.

Tobacco

Research: 03 July 2018

It is a near trillion-dollar industry that counts 20% of adults globally as its customers. It also currently pays £6 billion of the UK market’s dividends (FactSet)

Rare

Research: 23 March 2018

In The Adventures of Tom Sawyer, Mark Twain tells us that in order to make a boy covet a thing it is only necessary to make the thing difficult to attain. De Beers successfully harnessed this concept by convincing the world that diamonds were exceedingly rare.

Value for money - Global Advertising: Media Agencies

Research: 24 November 2017

Advertisers spend an aggregate $550 billion annually in a bid for a few moments of our rare attention.

Beware AIM’s AbFab

Research: 03 November 2017

Over the past couple of years markets have grown accustomed to the acronym ‘FAANG’. This is the shorthand for Facebook, Apple, Amazon, Netflix and Google – the companies believed to be at the forefront of the new technological revolution. Here in Hawksmoor’s AIM Portfolio team, we have dubbed the equivalent for the UK’s AIM indices as ‘AbFab’.

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