Tag "debt"

Playing the plan Mawer Canadian bond portfolio EP72

Playing the plan: Mawer's Canadian bond portfolio | EP72

Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.

September 30, 2020 19 Mins
Ep60 USEF Playing the plan

Playing the plan: Mawer's U.S. equity portfolio | EP60

Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.

April 15, 2020 29 Mins
Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins
A fish doesnt know its surrounded by water

A fish doesn’t know it’s surrounded by water: The importance of investing globally

We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.

June 19, 2019 5 Mins
Playing the plan Mawer Canadian small cap portfolio EP34

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.

May 8, 2019 25 Mins
Playing the plan Mawer Canadian equity portfolio EP32

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.

April 3, 2019 40 Mins

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