Tag "interest rates"
Playing the plan: Mawer’s U.S. equity portfolio | EP43
U. S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U. S. -China trade war) and then dives deep into the investment thesis behind Microsoft, and A. O. Smith.
Quarterly update | 2Q 2019 | EP38
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson. [/about/people/greg-peterson/]
‘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 global balanced portfolio | EP17
CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.
Quarterly update | 2Q 2018 | EP11
This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.