Hosking Post

Insights on markets and investment opportunities, through the lens of the capital cycle.
Hosking Post 2023
Cosmo Energy
From Kaiju Shakedown to Tokyo Drift
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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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