Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15 豆 8.9分

资源最后更新于 2020-10-23 14:35:06

作者：Edward Chancellor

出版社：Palgrave Macmillan

出版日期：2016-01

ISBN：9781137571649

文件格式： pdf

标签： 投资 金融 finance 资本周期 马拉松公司 周期 资本配置 证券

简介· · · · · ·

We live in an age of serial asset bubbles and spectacular busts. Economists, policymakers, central bankers and most people in the financial world have been blindsided by these busts, while investors have lost trillions. Economists argue that bubbles can only be spotted after they burst and that market moves are unpredictable. Yet Marathon Asset Management, a London-based invest...