Investing: The infinite game
Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
(Not) boring finds for October 2019
This month’s finds include a think-piece on the rise of negative interest rates; a spotlight on Shopify’s origins; what WeWork demonstrates about private vs. public markets for tech stocks; and a look into how humanity’s obsession with gambling has influenced mathematics.
Columbia Business School interviews Mawer CIO
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
Sustainable Development Goals: What they are and how Canada measures up | EP46
Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on board to make a difference.
Quarterly update | 3Q 2019 | EP45
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Playing the plan: Mawer’s global small cap portfolio | EP44
Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.