Tag "fiscal stimulus"
Quarterly update | Q4 2020 | EP78
A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.
'Twas the week before Christmas
‘Twas the week before Christmas, (and you know it’s true), COVID looms large in our annual review.
Holiday Special: Mawer's Annual Poem | EP77
Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!
Quarterly update | Q3 2020 | EP73
A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U. S. election.
Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
Quarterly update | Q2 2020 | EP67
A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.