Tag "asset allocation"

Quarterly update Q1 2019 EP33

Quarterly update | 1Q 2019 | EP33

Featuring insights from the first quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

April 10, 2019 17 Mins
Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins
Not boring finds for 2017

(Not) boring finds for 2017

Below are some of our favourite links from the year—from the inescapability of bias, to cracking cryptocurrencies, pondering the man vs. machine debate, and learning the art of asset allocation—we think it's a good gamut to send off 2017.

December 27, 2017 4 Mins
Not boring finds Aug

(Not) boring finds for August 2017

This month we are inspired by Da Vinci on how to think creatively; a bit stunned by familiar objects that may go the way of the dodo; pondering about the potential of big data; appreciative of thoughtful investing podcasts; and...

August 2, 2017 2 Mins

Don’t fix a ship in a hurricane

A wave of investor concern moved through global asset markets this week. Stock indices around the world retreated anywhere from 1 to 6% on Monday, while so-called “safe haven” assets rallied.

August 27, 2015 3 Mins

Millennials: Stop making this investing mistake

At a recent CFA conference, Patrick O'Shaughnessy, a portfolio manager at O’Shaughnessy Asset Management, spoke about the investing behaviour of Millennials (those born between the early 1980s and early 2000s).

June 24, 2015 3 Mins

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