Tag "monetary policy"
Quarterly update | Q1 2021 | EP83
One year since lockdown: CIO Paul Moroz summarizes the major market themes of the past four quarters and how it has (and hasn’t) affected our process and way of looking at the world.
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.
'Twas the week before Christmas
‘Twas the week before Christmas, (and you know it’s true), COVID looms large in our annual review.
Holiday Special: Mawer's Annual Poem | EP77
Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!
Quarterly update | Q3 2020 | EP73
A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U. S. election.
Playing the plan: Mawer's Canadian bond portfolio | EP72
Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.