Playing the plan: Mawer's global equity portfolio | EP71
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain. ”
Playing the plan: Mawer’s Canadian small cap portfolio | EP34
Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.
Process before proceeds
In theory, investors should improve at least linearly over time as they make and learn from errors.
The expert problem
A better understanding of how and when to utilize experts helps prevent wasting time and money.
Skating over the line
Narrow rules have a cost. Although there is value in the clarity of rule, process and position, a system must also be flexible.
The mountains we climb: Failure and the pursuit of the extraordinary
It was pitch black and a frigid -30 degrees when we began our descent. What meagre light we had came from beat up headlamps and the muted glow of stars.