Tag "international equity markets"
Playing the plan: Mawer’s international equity portfolio | EP79
Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.
Game on: A deep-dive into the gaming industry | EP76
Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.
Introducing the new Mawer EAFE large cap strategy | EP64
Why the strategy was created, how it was launched, and some holding examples.
Playing the plan: Mawer's international equity portfolio | EP53
Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e. g. , coronavirus). Also included: updates on HFDC, Seven & i, and Aon.
Playing the plan: Mawer’s international equity portfolio | EP41
Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U. S. -China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.
A selective approach to equity markets
*Last week, Morningstar interviewed international equity portfolio manager David Ragan about finding resilient stocks in international markets during turbulent times. *