Playing the plan: Mawer’s Canadian small cap portfolio | EP34
Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.
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 January 2019
This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.
‘Twas the week before Christmas
‘Twas the week before Christmas, so let’s set the scene: Just what the heck happened In 2018?
Quarterly update | 2Q 2018 | EP11
This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
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.
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