(Not) boring finds for April 2019
Our finds this month include thoughts about growth prospects for the world’s major economies, the world’s first glimpse of a black hole, Howard Marks on the need for responsible capitalism, and how the business of content streaming is going to evolve.
The top 15 macro questions to ask before investing in a country
These 15 questions are by no means exhaustive—they are not intended to be—but they serve as a helpful checklist for the main structural factors to consider when assessing a country’s macroeconomic backdrop.
Decision making in an uncertain world
Heading into the U.S. election, investors can help put the odds in their favour by knowing what they don’t know.
Part 2: A walk along Risk Road with Jim Hall
At Mawer, we spend a great deal of time asking and answering the question: So What?
Worrying signals for Russia’s economy
Two important events involving Russia occurred in the last week. First, Russia amassed a highly suspicious buildup of 20,000 troops on the Ukrainian border. Second, Russia’s yield curve inverted.
Caution: Low flying planes
One sunny afternoon, Paul Moroz, our Deputy CIO, was driving along the highway when he spotted an unusual road sign: Caution: low flying planes. Now, Paul is a mildly paranoid man in the best of times.
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