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Active Ownership Report
Q4 2023 - ESG and Active Ownership Report
Podcast
Sustainable Investing: Impact, Returns, or Risk?
Episode 4 of the Capital Cyclists podcast with Roman Cassini and Dr Tom Gosling
Japan: Land of the Rising Shareholder
Episode 3 of our Capital Cyclists podcast, with Jeremy Hosking and John Seagrim
Energy Transition: Active Duty?
Episode 2 of our Capital Cyclists podcast, with Rob West
Responsible Investing
Blowin in the wind
The boom and bust in offshore wind
Q3 2023 - ESG and Active Ownership Report
Quarterly Report
Q3 2023 - Quarterly Report Commentary
Hosking Post
Offshore drillers
Tangible assets strike back
Q4 2023 - Quarterly Report Commentary
Dark Side of the Sun
A closer look at the Chinese solar industry
Taking Time
The longer you can wait, the better. Time will tell…
A focus on... Central and South America
Compelling valuations are moderated by uneven governance
