Playing the plan: Mawer’s Canadian equity portfolio | EP74
A deep dive into three new holdings: Stella-Jones, Ritchie Bros. , and Granite REIT, and what we mean when we say “winning by not losing. ”
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 | EP68
The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”
Q&A with CIO: The top questions being asked right now | EP58
CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.
Playing the plan: Mawer’s global equity portfolio | EP52
CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U. S. and its wider reaching impact, and how “the real money’s in the holding. ”
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.