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This is the home of Hawksmoor's Research Department. Here you will find our latest articles, blogs, and presentations.

INNOVATION

Innovation is a weekly financial markets blog written by Jim Wood-Smith, CIO Private Clients.
13
NOV
ROTTERDAM
Confession time. I was the man who didn't understand the JR Hartley advert. It was well over a decade until someone explained to me precisely who was who in that ridiculously tangled plot. Now I am afraid that this John Lewis Christmas monster thing has left me completely bamboozled (please don't tell me, I don't want to know...). And as for that awful, miserable, whining song that goes with it! Doubtless opinions will be divided, and as usual I shall be in a minority of one. Humbug.

06
NOV
SOMETHING ODD IS HAPPENING IN RIYADH
Run for the hills. Batten the hatches. Lower the sails. Don the NBC suits. Call out the territorial army, call out the rank and file. Interest rates have gone up. What is to be done?

30
OCT
TWO DEGREES IN DEVON
There is a seasonal splendour to the autumnal sunrise over Dartmoor. As seen from Cornwall, of course. I am very comfortable with my appreciation of shades of pink: this morning the moor projected a palate of roses, fuchsias, corals, magentas, orchids, lilacs, iris and maybe even periwinkles. It is nice to escape into the universe.

23
OCT
THE LONG RUN
It is back to the office this morning. The last three weeks of roadshows have been stimulating and very many thanks to everyone who came along to hear us talk about ourselves.

16
OCT
YOU KNOW THE RULES AND SO DO I
It is time for a good reminisce. 1987. My second year in the markets. The year of the King's Cross Fire, the Herald of Free Enterprise, Hungerford and the Remembrance Day bombing at Enniskillen. Rick Astley was never going to give us up, Coventry won the FA Cup, PEPs were introduced, British Airways was privatized, Hilda Ogden left Corrie and Maggie won a third term.

Archive:

THEMATIC RESEARCH

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

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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.
Here is a collection of articles seeking to extract the crux from the complex, the idea from the over-engineered.
Alpha & Beta Behavioural Finance Bull & Bear Markets
Contango & Backwardation Contingent Convertible Bonds Correlation
Cyclically Adjusted P/E Ratio Diversification Duration
Enterprise Value Gearing Hedging
High Frequency Trading P/E vs. P/B Put & Call Options
Risk Share Buybacks Sharpe Ratios
Short Selling / Stock Lending Smart Beta Structured Products
Tracking Error Value at Risk

UNDERNEATH THE ARCHES

Underneath the Arches is our quarterly newsletter for private clients, in which we attempt to explain what has happened in investment markets in recent months and to lay out our expectations for the future.




"It is our habit to carry umbrellas on sunny days and we are becoming minded to pack a kagool too."

-- JIM WOOD-SMITH

ABOUT US

Hawksmoor Research

Hawksmoor specializes in providing high quality discretionary portfolio management. The Research Department, supported by Hawksmoor's Fund Management Team, oversees our investment process and the stocks, bonds and funds that we include in our portfolios.

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.

To find out more about Hawksmoor, please click here.


JIM WOOD-SMITH
CIO Private Clients


IAN WOOLLEY, CFA
Senior Investment Analyst


JAMES CLARK
Fund Analyst


Health Warning / Disclaimer

This document should not be interpreted as investment advice for which you should consult your independent financial adviser. The information and opinions it contains have been compiled or arrived at from sources believed to be reliable at the time and are given in good faith, but no representation is made as to their accuracy, completeness or correctness. Any opinion expressed, whether in general or both on the performance of individual securities and in a wider economic context, represents the views of Hawksmoor at the time of preparation. They are subject to change. Past performance is not a guide to future performance.

Hawksmoor Investment Management Limited is authorised and regulated by the Financial Conduct Authority, is registered in England No. 472929, and its registered office is at 2nd Floor, Stratus House, Emperors way, Exeter Business Park, Exeter EX1 3QS.


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