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BUZZING· 72%30m·2026-08-10·Money
BUZZING· 72%30m·2026-08-10·MoneyThe Capital Cycle Is Turning
Merryn Talks Money
What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan,…
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