Steven Chambers, analyst at Hosking Partners, interviews CLSA’s John Seagrim and Jeremy Hosking for the third episode of Capital Cyclists.John started his career as an equities broker 10 days before Black Monday in October 1987. Two years later he joined Lehman Brothers just as the Japanese stock market peaked, and, in his own words ‘has been riding, or more accurately sliding, with Japan ever since’. From a stock market perspective, Japan has seldom been as insignificant as it is today, it represents a little over 4% of the aggregate global stock market capitalisation despite being one of the world’s largest economies. John and Jeremy think this is the nadir for equity valuations. Their discussion is hot on the heels of Jeremy’s recent investor trip and Hosking Partners’ first overweight exposure to Japan. They perceive extraordinary, often hidden, value in Japanese equities at a moment when the country appears to be at an historic turning point.For more information and to get in touch, please visit www.hoskingpartners.com Hosted on Acast. See acast.com/privacy for more information.

Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said EnergyThe energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active managers may be particularly well placed to unearth opportunity amidst complexity.For more information about Hosking Partners, and to get in touch, please visitwww.hoskingpartners.com To learn more about Thunder Said Energy, please visit www.thundersaidenergy.com Hosted on Acast. See acast.com/privacy for more information.

Django Davidson, portfolio manager at Hosking Partners, interviews Material World author Ed Conway for the inaugural episode of Capital Cyclists. A deep dive into the materials that shape our world through the lens of the capital cycle. ESG, China and industrial policy are put into the context of the incredible supply chains that make up the Material World.For more information and to get in touch, please visit www.hoskingpartners.com Hosted on Acast. See acast.com/privacy for more information.

Trailer for The Capital Cyclists. Hosted on Acast. See acast.com/privacy for more information.