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The Capital Cycle
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Quarterly Report
Q1 2025 - Quarterly Report Commentary
Responsible Investing
A Part of the Main
How analysing social issues helps drive returns
Q4 2024 - Quarterly Report Commentary
Active Ownership Report
Q3 2024 - ESG and Active Ownership Report
Hosking Post
Plunging share prices and soaring 'known unknowns'
Q4 2024 - ESG and Active Ownership Report
Podcast
Big Brands, Barriers, and Bottlenecks
Episode 7 of the Capital Cyclists podcast, with Django Davidson and Jamie Isenwater
Rolling in the Deep: The Capital Cycle in PGMs
Other Insights
Reflections from Mexico and Argentina
Luke Bridgeman reflects on his recent trip to Mexico and Argentina.
The Clockwork CIO
Django Davidson in conversation with James Williams, host of the Clockwork CIO podcast.
From darkness, light?
The state of ESG heading into 2025
Policies and Disclosures
Conflicts of Interest Policy
