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Marathon Asset Mgmt (Capital Returns)

capital-cycle institutional school (Nick Train-adjacent)

London-based investment firm whose book Capital Returns, edited by Edward Chancellor, articulates the capital cycle framework for global equity investing.

#63Macro Thinkers
49/ 100
Authority scoreNotable
1lists#63peak1primary1category
06
Top 100 Macro Thinkers
Rank #63·capital-cycle institutional school (Nick Train-adjacent)
Appears alongside

Top neighbors of Marathon Asset Mgmt (Capital Returns)

8people
01
Adam Posen
PIIE; central-bank independence, Japan parallels
1shared list
02
Adam Tooze
Crashed; geo-financial historian, polycrisis
1shared list
03
Albert Edwards
SocGen; "Ice Age" thesis, secular bond bull / equity de-rating
1shared list
04
Anatole Kaletsky
Gavekal; "capitalism 4.0," regime-shift macro
1shared list
05
Andy Constan
Damped Spring; flow-of-funds macro, real-rate framework
1shared list
06
Andy Xie
independent China macro; bubble-cycle bear
1shared list
07
Barry Eichengreen
Golden Fetters; international monetary history
1shared list
08
Barry Knapp
Ironsides; fiscal-monetary regime model
1shared list
Last updated
10 May 2026
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