Global Investment Review
Marathon’s investment team write articles for the firm’s Global Investment Review which is sent to clients and their advisers eight times a year.
The purpose of the review, or GIR, is to inform Marathon’s clients of the portfolio managers’ views on the investment environment around the world, often with particular stock examples. As well as identifying favoured areas for investment, the articles often highlight the excesses and peculiarities which regularly occur in stock markets, posing threats to investors.
Books
A selection of GIR articles have appeared in two books, namely Capital Account (2004) covering the years 1993-2002 and Capital Returns (2016) for the period 2002-2015. Both books benefited from the editorial skill of Edward Chancellor, the distinguished financial historian, who also provided insightful introductions to the two publications.
The Capital Cycle Podcast
In the summer of 2024, Marathon launched The Capital Cycle Podcast series. Each episode contains an interview with a member of Marathon's investment team who has authored a particular GIR article, thereby disseminating Marathon investment team member thoughts more broadly through a new and widely used medium. New episodes will follow the publication cadence of our GIRs. The interviews are conducted by Edward Chancellor.
