Tag "resilience"

Playing the plan Mawers Canadian small cap portfolio EP 68

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. ”

July 29, 2020 22 Mins
QA with CIO The top questions being asked right now EP58

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.

April 2, 2020 24 Mins
EP52 GEF Playing the plan

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. ”

February 5, 2020 29 Mins
Playing the plan mawer emerging markets equity portfolio EP48

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.

November 6, 2019 24 Mins
Brick by brick constructing a resilient global balanced portfolio starts from the bottom up EP25

Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.

January 9, 2019 19 Mins
Playing the plan Mawers global balanced portfolio EP17

Playing the plan: Mawer’s global balanced portfolio | EP17

CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.

September 26, 2018 27 Mins

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