Tag "Canadian economy"
Playing the plan: Mawer’s Canadian small cap portfolio | EP68
The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”
Quarterly update | Q1 2020 | EP59
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
Playing the plan: Mawer’s Canadian equity portfolio | EP49
Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.
Quarterly update | 3Q 2019 | EP45
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Playing the plan: Mawer’s Canadian equity portfolio | EP32
Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, the problem with investing in natural gas and gold, and the amount of foreign exposure in the portfolio.
(Not) boring finds for December 2015
Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us last month.