Tag "emerging markets"
Strategy beyond scale in commoditized industries
We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.
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.
‘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 | 3Q 2018 | EP18
This episode features insights from the third quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
Playing the plan: Mawer’s emerging markets equity portfolio | EP15
Peter Lampert, lead portfolio manager of Mawer’s Emerging Markets Equity Fund, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient distribution.
(Not) boring finds for this week – May 30, 2018
On the docket this week is an in-depth study of the effects of high household debt; the harrowing developments in data mining for surveillance; a surprising perspective on Bangladesh’s economic state; and a podcast aimed to help you with better decision-making.
Subscribe to receive our latest insights and quarterly updates.