The Capital Cycle Podcast

A French technology champion which has undergone a valuation de-rating and merits investor attention. Presented by Edward Chancellor with Jordane Guillot, an investment analyst.

A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets

A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker.Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe

The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.

Are we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robert Anstey, Portfolio Manager North America.

Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie? Presented by Edward Chancellor With Alex Duffy, Portfolio Manager Emerging Markets