Institutional portfolio manager, Rob Campbell, explains the concept of suitcase words: words into which people attribute—or pack—multiple meanings. He discusses how honing our language skills can contribute to better investing outcomes.

Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.

Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment process.

Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.

CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.