Playing the plan: Mawer's emerging markets equity portfolio | EP30
Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.
China observations | Peter Lampert | EP02
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
(Not) boring finds for this week – January 24, 2018
How the laws of biology and financial ecosystems relate; digital tech takes way longer than we think to become mainstream; humans are creative at forecasting the future; and China is going cashless.
China in focus
Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand.
'Twas the week before Christmas...
‘Twas the week before Christmas And we’re again filled with cheer To provide our blog readers A review of the year:
A new kind of index theory
It was my second day on a research trip in Beijing, China and I took the subway to meet with an old friend for lunch at a restaurant inside the Parkview Green shopping mall.
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