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Talking Capital

Talking Capital

Written by: Capital Generation Partners
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About this listen

 Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. All information and opinions expressed during this podcast are subject to change without notice. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted or responsibility assumed in respect of persons who are not clients of CapGen, unless expressly agreed in writing. This podcast does not constitute investment advice or an offer, contract or other solicitation to purchase any assets or investment solutions or a recommendation to buy or sell any particular asset, security, strategy or investment product. Nothing said during this webinar should be construed as an invitation or inducement to engage in investment activity. More information: https://www.capgenpartners.com/legal/privacy-noticeCopyright 2026 Capital Generation Partners Economics Personal Finance
Episodes
  • 2026 primer: 2025 recap, private market performance and new opportunities

    2026 primer: 2025 recap, private market performance and new opportunities
    Jan 8 2026

    In this episode, Ian and Robert discuss:

    1. 2025 recap: how should we reflect on market performance in 2025?
    2. Private markets: have private markets recovered and how did our portfolios perform?
    3. Opportunities: how did the opportunities we previously highlighted perform in 2025 and what are the key opportunities for the year ahead?
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    30 mins
  • In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action

    In conversation with Carrhae Capital's Ali Akay: exploring their selection process and investment philosophy in action
    Dec 4 2025

    In this episode, Ian is joined Ali Akay, Chief Investment Officer of Carrhae Capital, an investment manager specialising in emerging market equities, to discuss:

    • How a chance conversation about the ex-prime minister of Turkey led to Ali’s career in investing
    • How Carrhae’s best-in-class emerging market equity selection process sets them apart
    • An example of how Carrhae’s investment philosophy works in practise
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    37 mins
  • Emerging Market Equities: navigating cycles, risks and opportunities

    Emerging Market Equities: navigating cycles, risks and opportunities
    Nov 6 2025

    In this episode, Ian is joined by Mario Acquistapace, Investment Research Associate Director at CapGen, to discuss emerging market equities, including:

    • An overview of the current landscape, how they've performed and the associated risks
    • Our manager selection process
    • Carrhae Capital's investment strategy and the rationale behind choosing them as a partner
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    30 mins
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