The Capital Cycle Podcast

Two Capital Cycles for the price of one in US forestry. Edward Chancellor talks to Rob Anstey, a US Equities Portfolio Manager.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Derivative exchanges appear under threat. Are fears justified? Edward Chancellor talks to Ian Deacon, a US Equities Portfolio Manager. For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

While the capital cycle in autos appears dire, auto glass-making looks altogether different. Edward Chancellor talks to Yixuan Yang, an Emerging Markets Equities Analyst.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

How buybacks are delivering value to shareholders in Japan. Edward Chancellor talks to Justin Hill, a Japanese Equities Portfolio Manager.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

De-globalisation and the steel industry. Edward Chancellor talks to Tytus Zurawski, a European Equities Analyst.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors.Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk