Category "Mental Models"
Q&A with CIO: The top questions being asked right now | EP58
CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.
Playing the plan: Mawer’s Canadian equity portfolio | EP57
What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.
Mawer Market Update—March 20, 2020
Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.
The reverse roadshow | EP54
Why our team locks themselves in a room for a week to speak with over 30 management teams.
Negative interest rates in an unprecedented time | EP51
This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.
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?
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