Playing the plan: Mawer’s global equity portfolio | EP81
Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio.
What the FAANG is going on? | EP62
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
(Not) boring finds for February 2019
Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by...
Mawer’s top 10 book recommendations for 2014
The beginning of each year is often a period of reflection and learning. With this in mind, we asked our team at Mawer for their top book recommendations for 2014.