The Tyranny of the Index
The Capital Cycle Podcast · Marathon Asset Management
February 27, 202620m 34s
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Show Notes
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
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