Active Ownership Reports
A series of podcasts by the Hosking Partners investment team.
Django Davidson & Chris Beaven discuss reflections on April’s Hosking Post: ‘The New World Order,’ the evolution of subsequent market trends, and implications for the Hosking Partners Global Portfolio.
Jeremy Hosking was invited to speak on the ‘Behind the Balance Sheet’ podcast with Russell Napier. In this interview they discuss the coming age of financial repression and why the capital cycle theory will be so important for investors in this new era.
With the Hosking Partners global portfolio having benefited from the recent change in market leadership towards more value-orientated stocks, the question we are most frequently asked is “how long is the value rotation runway?”. In this Hosking Post, Jeremy Hosking discusses the reasons why he believes there remains a long way still to go, including, paradoxically, the role that ESG may be playing in lengthening the runway.
Welcome to the inaugural Hosking Podcast. In this Hosking podcast, we bring you an extract of a conversation in which Jeremy Hosking discusses the stock market darling Apple and the challenges it faces in justifying its high valuations.