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The Art of Boring

Tag "gold"

Playing the plan Mawer Canadian equity portfolio EP66

Playing the plan: Mawer’s Canadian equity portfolio | EP66

Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.

July 3, 2020 27 Mins
Playing the plan Mawer Canadian equity portfolio EP49

Playing the plan: Mawer’s Canadian equity portfolio | EP49

Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.

December 4, 2019 27 Mins
Playing the plan Mawer Canadian equity portfolio EP32

Playing the plan: Mawer’s Canadian equity portfolio | EP32

Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, the problem with investing in natural gas and gold, and the amount of foreign exposure in the portfolio.

April 3, 2019 40 Mins

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