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Our Insights

Q2 2023 - ESG and Active Ownership Report

Active Ownership Report

Q2 2023 - ESG and Active Ownership Report

Q2 2023 - Quarterly Report Commentary

Quarterly Report

Q2 2023 - Quarterly Report Commentary

Q1 2023 - ESG and Active Ownership Report

Active Ownership Report

Q1 2023 - ESG and Active Ownership Report

Where's a copper when you need one

Hosking Post

Where's a copper when you need one

A looming shortage of copper supply could derail the energy transition

Three-Body Problem

Responsible Investing

Three-Body Problem

China and the issue of uncertainty

A focus on… Canadian oil sands

Responsible Investing

A focus on… Canadian oil sands

Could this much maligned industry offer hidden benefits as the energy transition unfolds?

Only dead fish swim with the stream

Responsible Investing

Only dead fish swim with the stream

How our integration of ESG complements the capital cycle approach

Q4 2022 - ESG and Active Ownership Report

Active Ownership Report

Q4 2022 - ESG and Active Ownership Report

The Material World

Podcast

The Material World

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

Cosmo Energy

Hosking Post

Cosmo Energy

From Kaiju Shakedown to Tokyo Drift

Q1 2023 - Quarterly Report Commentary

Quarterly Report

Q1 2023 - Quarterly Report Commentary

ESG Statement

Policies and Disclosures

ESG Statement

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