CIO update | April 29, 2020 | EP61
CIO Paul Moroz weighs in on recent movements in the market and how we may have “crossed the Rubicon” with respect to direct fiscal stimulus and are perhaps seeing the “collapse of the bond standard. ”
(Not) boring finds for July 2019
Piquing our interest this month: why companies seem to be undervalued in Japan; what to do in a falling stock market; how chess computers have developed over time; and some investing wisdom from Wall Street personal finance columnist, Jason Zweig.
Playing the plan: Mawer’s global equity portfolio | EP37
Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.
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.
'Twas the week before Christmas...
‘Twas the week before Christmas and Santa was near, once again it was time to reflect on the year.
Central bank intervention: Masterpiece or mess?
On January 29, 2016, Bank of Japan Governor, Haruhiko Kuroda, hosted a press conference about Japan’s decision to lower interest rates below 0% for the first time.