Tag "global investing"
Playing the plan: Mawer’s global equity portfolio | EP52
CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U. S. and its wider reaching impact, and how “the real money’s in the holding. ”
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.
Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07
Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...
Postcards from Singapore
This is the first post in our Postcard from Singapore series with Mawer Chief Investment Officer, Paul Moroz, about his initial impressions and thoughts on relocating from Calgary to Singapore.
The unknown hockey puck phenomenon
Last week we had a sendoff for one of our colleagues, Ong, an equity analyst originally from Thailand, relocating to our Singapore office.