Hosking Post

Insights on markets and investment opportunities, through the lens of the capital cycle.
Hosking Post 2026
‘Death of the Brand’ or dearth of thought?
Some ten years ago, in the cavernous QEII Conference Centre in front of a 600-person audience, a precocious 37-year-old version…
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Hosking Post 2026
Fit for Purpose
“Aw, baby, how you doing? You know I’m gonna cut right to the chase, huh? Some women were made But…
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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 2025
A Part of the Main
How analysing social issues helps drive returns,
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Hosking Post 2024
From Darkness, Light?
The past two years have seen criticism of ESG become increasingly mainstream, from becoming a storyline in a TV drama…
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Hosking Post 2024
A focus on… Incentivising long-termism
Incentive structures too often prioritise the maximization of short-term metrics over generating long-term shareholder value At Hosking Partners we advocate…
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Hosking Post 2024
The Opportunity in Japan
An overview of our holdings in Japan.
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Hosking Post 2024
Blowin in the wind
The boom and bust in offshore wind
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Hosking Post 2023
Dark Side of the Sun
A closer look at the Chinese solar industry
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Hosking Post 2023
Taking Time
The longer you can wait, the better. Time will tell…
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Hosking Post 2023
Offshore drillers
Tangible assets strike back
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Hosking Post 2023
Three-Body Problem
China and the issue of uncertainty
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Hosking Post 2023
A focus on… Central and South America
Compelling valuations are moderated by uneven governance
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Hosking Post 2023
Cosmo Energy
From Kaiju Shakedown to Tokyo Drift
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