Category "Business Models"
Playing the plan: Mawer’s Canadian equity portfolio | EP74
A deep dive into three new holdings: Stella-Jones, Ritchie Bros. , and Granite REIT, and what we mean when we say “winning by not losing. ”
Playing the plan: Mawer's global equity portfolio | EP71
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain. ”
Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
Investment potential within the payments industry | EP69
A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.
Playing the plan: Mawer’s Canadian small cap portfolio | EP68
The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”
Quarterly update | Q2 2020 | EP67
A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.