Tag "bottom-up investing"
When to stand and when to shift
In investing, there are going to be times when you should be at odds with the market and times when you should not.
Beyond a reasonable doubt
Like many disciplines, investing requires measures of both science and art to navigate uncertainty and to move forward decisively.
Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.
Decision making in an uncertain world
Heading into the U. S. election, investors can help put the odds in their favour by knowing what they don’t know.
1 + 1 = 3
I hope you’re outraged by the title.
Don't try to catch a falling knife: Reflections on the current price of oil (part 1)
The price of oil has fallen precipitously in recent months. WTI now trades at around $67 per barrel, a far cry from the $100 level attained this past summer.