Tag "central banks"
Playing the plan: Mawer’s international equity portfolio | EP41
Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.
Quarterly update | 2Q 2019 | EP38
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Mawer Insight: Q&A with CIO | EP36
CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.
Quarterly update | 4Q 2018 | EP26
Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Central bank intervention: Masterpiece or mess?
On January 29, 2016, Bank of Japan Governor, Haruhiko Kuroda, hosted a press conference about Japan’s decision to lower interest rates below 0% for the first time.
(Not) boring finds for February 2016
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.
Stay curious
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