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Our Insights

Q3 2023 - ESG and Active Ownership Report

Active Ownership Report

Q3 2023 - ESG and Active Ownership Report

Q3 2023 - Quarterly Report Commentary

Quarterly Report

Q3 2023 - Quarterly Report Commentary

UK Stewardship Code

Policies and Disclosures

UK Stewardship Code

Our 2022/23 statement of compliance as an accredited signatory of the UK Stewardship Code

Q2 2023 - ESG and Active Ownership Report

Active Ownership Report

Q2 2023 - ESG and Active Ownership Report

Dark Side of the Sun

Responsible Investing

Dark Side of the Sun

A closer look at the Chinese solar industry

Taking Time

Hosking Post

Taking Time

The longer you can wait, the better. Time will tell…

Offshore drillers

Hosking Post

Offshore drillers

Tangible assets strike back

Three-Body Problem

Responsible Investing

Three-Body Problem

China and the issue of uncertainty

Japan: Land of the Rising Shareholder

Podcast

Japan: Land of the Rising Shareholder

Episode 3 of our Capital Cyclist podcast, with Jeremy Hosking and John Seagrim

Energy Transition: Active Duty?

Podcast

Energy Transition: Active Duty?

Episode 2 of our Capital Cyclist podcast, with Rob West

A focus on... Central and South America

Responsible Investing

A focus on... Central and South America

Compelling valuations are moderated by uneven governance

The Material World

Podcast

The Material World

Episode 1 of our Capital Cyclist podcast, with author Ed Conway

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