Hosking Post

Insights on markets and investment opportunities, through the lens of the capital cycle.
Hosking Post 2023
Only dead fish swim with the stream
How our integration of ESG complements the capital cycle approach
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Hosking Post 2023
A focus on Canadian oil sands
Could this much maligned industry offer hidden benefits as the energy transition unfolds?
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Hosking Post 2023
Where’s a copper when you need one
A looming shortage of copper supply could derail the energy transition
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Hosking Post 2022
Embracing complexity
The state of ESG heading into 2023
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Hosking Post 2022
A diverse world
Mapping the winners and losers in the energy transition
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Hosking Post 2022
A focus on… ESG-linked remuneration
Rewarding executives for achieving ESG objectives may seem like an attractive concept… but does it actually work?
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Hosking Post 2022
The Gambler
Russia and the geopolitics of the energy transition
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Hosking Post 2021
Taking on the ‘blob’
A case study in active engagement
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Hosking Post 2021
Tandem
At Length, or How Long is the Cycle?
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Hosking Post 2019
The End of the Beginning or the Beginning of the End?
A blow off in Big Tech valuations?
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Hosking Post 2017
The Death of the Brand
Django Davidson explores the impact of the digital revolution on 'Big Brand Inc'
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Hosking Post 2017
What shall we do with the drunken sailor?
An exploration of the shipping industry
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Hosking Post 2015
What Works In Investing
“In theory there is no difference between theory and practice. In practice, there is” Yoggi Berra – Speech to the…
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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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