Capitalizing on cloud migration | EP65
The implications of cloud migration for enterprises, investors, and business models.
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. ”
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.
Part 2: A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What?
A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What? A company’s share price is down 6%.
The trouble with bond indices
Japan’s crash in 1989 and its subsequent economic woes have provided policymakers and investors with many cautionary tales, but one in particular is usually overlooked.
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