Tag "global investing"

EP52 GEF Playing the plan

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. ”

February 5, 2020 29 Mins
Playing the plan Mawer emerging markets equity portfolio EP30

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.

March 6, 2019 18 Mins
Underweight Our take on Japan

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.

June 20, 2018 21 Mins
Playing the plan Mawers equity philosophy in action

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...

May 23, 2018 35 Mins
Postcards-From-Singapore.jpg

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.

August 24, 2016 7 Mins
The-Unknown-Hockey-Puck-Phenomenon-V.2.jpg

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.

April 14, 2016 5 Mins

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