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The Capital Cycle
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Hosking Post
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.
Responsible Investing
From darkness, light?
The state of ESG heading into 2025
Quarterly Report
Q3 2024 - Quarterly Report Commentary
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
Babcock International
A compelling UK defence turnaround story
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
Rolling in the Deep: The Capital Cycle in PGMs
The Responsible Edge Podcast
Roman Cassini discusses impact and long-termism
