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Insights categories - ESG

Glencore: The investment case for an ESG improver

By Raine Adams on 26 Jul 2024

Reading time: 7 mins

In 2018, the US Department of Justice (DOJ) announced an investigation into Glencore for a violation of the US Foreign Corrupt Practices Act (FCPA), primaril...

Insights category - companies

The benefits of being counter-cyclical in a cyclical world

By Rory Kutisker-Jacobson on 24 Oct 2017

Reading time: 13 mins

“Prediction is very difficult, especially about the future.” – Niels Bohr. In cyclical industries, understanding where we  are in the cycle and acting...

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