The Capital Cycle Podcast

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.

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.

How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus. Presented by Edward ChancellorWith Toma Kobayashi, Portfolio Manager Japan Hosted on Acast. See acast.com/privacy for more information.

Examining the chequered history of the European telecoms industry and what it teaches us about the capital cycle. Presented by Edward ChancellorWith Charles Carter, Portfolio Manager Europe Hosted on Acast. See acast.com/privacy for more information.

A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences. Presented by Edward ChancellorWith Robert Anstey, Portfolio Manager North America Hosted on Acast. See acast.com/privacy for more information.

An exploration of the capital cycle in copper, how long it might last, and the investment implications. Presented by Edward ChancellorWith Alex Duffy, Portfolio Manager Emerging Markets Hosted on Acast. See acast.com/privacy for more information.