Tag "central banks"
Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
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. ”
Playing the plan: Mawer’s Canadian equity portfolio | EP66
Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.
(Not) boring finds for May 2020
A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.
CIO update | April 29, 2020 | EP61
CIO Paul Moroz weighs in on recent movements in the market and how we may have “crossed the Rubicon” with respect to direct fiscal stimulus and are perhaps seeing the “collapse of the bond standard. ”
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.