‘Twas the week before Christmas
'Twas the week before Christmas, thus time to review—the economic story of 2022.
All Articles
Tag "central banks"
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Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
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Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
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Quarterly Update | Q2 2022 | EP113
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
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Quarterly Update | Q1 2022 | EP106
CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.
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Deep dive: Inflation | EP99
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
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'Twas the week before Christmas
‘Twas the week before Christmas, so let's have some fun. Mawer recaps the main themes of 2021.
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Playing the plan: Mawer’s Canadian bond portfolio | EP98
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year.
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Quarterly update | Q2 2021 | EP89
A review of the quarter: the high-level themes have continued.
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Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
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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.”
