Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.
Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.
What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.
We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle. You might get where you want to go, but there will likely be a lot more risk during the journey. And, for many client situations, this means too much is riding on one bet—with not enough balance.
CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.
Featuring insights from the first quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.
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.
Will the love affair with private equity end the way of the 1849 Gold Rush (i.e., not well)? Just how large is Canada’s shadow economy? What is Jeremy Grantham’s battle plan for an overvalued U.S. stock market? And how hard is Sichuan opera, really?
It is possible for smaller companies to punch above their weight in a foreign market. In our Canadian small cap portfolio, there have been many wealth-creating companies that were able to successfully expand and compete in the United States.
With entrepreneurs like Elon Musk pushing for a solar energy future and electric cars on the horizon, many are seriously questioning oil’s dominance. Are we finally moving into a post-oil age?
The Unsexy, boring, yet highly effective business model of the rail industry
