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A global equity strategy powered by capital cycle analysis

Recent Insights

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Podcast

Big Brands, Barriers, and Bottlenecks

Episode 7 of the Capital Cyclists podcast, with Django Davidson and Jamie Isenwater

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Responsible Investing

From darkness, light?

The state of ESG heading into 2025

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Hosking Post

Rolling in the Deep: The Capital Cycle in PGMs

Django Davidson on the compelling capital cycle in Platinum Group Metals

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