The Capital Cycle Podcast

The long-term appeal of European utility networks. Edward Chancellor talks to Ben Slingsby, a European Analyst. 

Absolute return potential in Emerging Market stocks. Edward Chancellor talks Laura Fyfe, an Emerging Markets Analyst.

Applying some cold logic to a hot sector. Edward Chancellor talks to Charles Carter, a European Portfolio Manager. 

How a book inspired strategy at Richelieu Hardware. Edward Chancellor talks to Tom Wharram, a North American Analyst.

The industry appears to be entering a favourable turn in its capital cycle. Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.

Waste management can be a highly lucrative endeavour. Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager. 

The remarkable revival of Greek banks following a turn in the capital cycle. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.

Three contrasting bids in Japan and what this says about evolving shareholder capitalism. Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.

Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong. Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.