The Capital Cycle Podcast

著者: Marathon Asset Management
  • サマリー

  • Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape.

    Hosted on Acast. See acast.com/privacy for more information.

    Marathon Asset Management
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  • China vs. India
    2024/09/30

    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


    Hosted on Acast. See acast.com/privacy for more information.

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    21 分
  • Shareholder Value in Japan
    2024/09/30

    Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity.

    Presented by Edward Chancellor

    With Bill Arah, Marathon founder and Portfolio Manager Japan


    Hosted on Acast. See acast.com/privacy for more information.

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    17 分
  • Japanese Crown Jewels
    2024/09/06

    How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus.

    Presented by Edward Chancellor

    With Toma Kobayashi, Portfolio Manager Japan


    Hosted on Acast. See acast.com/privacy for more information.

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    16 分

あらすじ・解説

Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape.

Hosted on Acast. See acast.com/privacy for more information.

Marathon Asset Management

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