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The Capital Cycle
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Responsible Investing
Metamorphosis
The Capital Cycle in Chemicals
Hosking Post
Plunging share prices and soaring 'known unknowns'
Other Insights
Reflections from Mexico and Argentina
Luke Bridgeman reflects on his recent trip to Mexico and Argentina.
Podcast
The Clockwork CIO
Django Davidson in conversation with James Williams, host of the Clockwork CIO podcast.
Active Ownership Report
Q1 2025 - ESG and Active Ownership Report
Policies and Disclosures
TCFD Report: Product-Level
Our 2024/25 product-level Taskforce for Climate-Related Financial Disclosures (TCFD) report.
A Part of the Main
How analysing social issues helps drive returns
Quarterly Report
Q4 2024 - Quarterly Report Commentary
Q1 2025 - Quarterly Report Commentary
TCFD Report: Entity-Level
Our 2024/25 entity-level Taskforce for Climate-Related Financial Disclosures (TCFD) report
Q4 2024 - ESG and Active Ownership Report
Big Brands, Barriers, and Bottlenecks
Episode 7 of the Capital Cyclists podcast, with Django Davidson and Jamie Isenwater
