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The Tyranny of the Index
History tells us that long-term equity returns depend on the starting valuation level.
Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.
For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.
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By Marathon Asset Management
5
33 ratings
History tells us that long-term equity returns depend on the starting valuation level.
Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.
For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.
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