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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.
16
JAN
THE BOYS ARE BACK IN TOWN
A lot of water has flowed under many bridges since we last innovated. There is much for us to catch up on. The FTSE 100 has risen every day, Chelsea has lost a football match. Theresa May has changed her trousers and Donald Trump's toupee has had a wash and blow dry ready for its BBC debut.

12
DEC
THAT IS NOT LOGICAL CAPTAIN
A warm welcome to the last Innovation of 2016. As is traditional we see the year out with some random reflections on the past twelve months and some equally random thoughts of what may lie in wait in 2017.

21
NOV
SMILE FOR A WHILE AND LET US BE JOLLY
It has been a wet weekend in Devon. Apparently it is now Monday morning, but someone has forgotten to tell the sun. Where is Mark Carney when you need him, eh? So on this otherwise thoroughly miserable Monday morning, let us be jolly and bright.

14
NOV
FIVE DAYS LATER
It is almost a week since the election. It feels like a lifetime. The stream of commentary about Trump has been relentless, well-intentioned though under-prepared. His win was so clearly not wanted by the financial and media establishments that no-one had prepared for it. The similarities with Brexit go on and on.

07
NOV
WELL WE KNOW WHERE WE ARE GOING
This needs saying at the outset. Anything in Innovation this week (and in anyone else's newsletter) is pointless. It is all rendered irrelevant by tomorrow's election result and the market reactions on Wednesday. It is over nine months since the first Primary and we are still no nearer knowing who the next President is going to be. We will take stock as the week progresses and will write again on Wednesday.

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.




"The risks from failure may have increased, but if we stay on the rope, the returns from financial markets may be incongruously good. We need to walk the line."

-- 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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