Hosking Post

Hosking Post 2026

‘Normal’ Service Resumes

Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.

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Hosking Post 2026

Super cycle or capital cycle?

Luke Bridgeman on our long-term DRAM position.

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Hosking Post 2026

Paint by numbers

An update on M&A activity across the portfolio.

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Hosking Post 2026

Syncona

In the crosshairs of Big Pharma.

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Hosking Post 2026

Babcock International – March 2026

The next line of defence

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Hosking Post 2026

The saga of Saga Plc

The importance of doing things properly.

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Hosking Post 2026

Star Mica. Finding value in occupied assets.

Omar Malik on a new hidden gem.

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Hosking Post 2025

A Tale of Two Neighbours: The Tiger and the Lion

Django Davidson shares a comparison between Sri Lanka and its larger, noisier neighbour.

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Hosking Post 2025

PGM update

Django Davidson revisits the capital cycle thesis on PGMs.

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Hosking Post 2025

The AI Paradox: Capital Questions

Django Davidson explores what we see as an investment paradox in the world of AI.

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Hosking Post 2025

Meeting the challenges of a changing world

Active engagement with Toyota Industries

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Hosking Post 2025

Sri Lanka: You Will Come Back for More

Django Davidson discusses the compelling country-level capital cycle yielding investment opportunities in Sri Lanka

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Hosking Post 2025

The Blossoming Opportunity in Japan

Portfolio Manager Omar Malik on the opportunity in Japan.

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Hosking Post 2025

Metamorphosis

The Capital Cycle in Chemicals.

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Hosking Post 2025

Plunging share prices and soaring ‘known unknowns’

Jeremy Hosking on responding to unexpected external events.

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