Applying some cold logic to a hot sector.

Edward Chancellor talks to Charles Carter, a European Portfolio Manager. 

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How a book inspired strategy at Richelieu Hardware.

Edward Chancellor talks to Tom Wharram, a North American Analyst.

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The industry appears to be entering a favourable turn in its capital cycle.

Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.

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Waste management can be a highly lucrative endeavour.

Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.

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The remarkable revival of Greek banks following a turn in the capital cycle.

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.

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Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.

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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.

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The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.

Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.

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The attractions of the salmon farming industry.

Edward Chancellor talks to Nick Longhurst.

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The capital cycle in the UK budget hotel industry.

Edward Chancellor talks to Tytus Żurawski.

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How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals. 

Presented by Edward Chancellor with Alice Li, an investment analyst.

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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.

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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

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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

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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

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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

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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

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