Columbia Business School interviews Mawer CIO
CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.
(Not) boring finds for September 2019
Our finds this month include short, helpful investing philosophies to keep in mind and on hand; a case for statistical literacy in civic life; the intriguing history of money as a means of trade; and ways to handle our behavioural biases.
A fish doesn’t know it’s surrounded by water: The importance of investing globally
We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.
Playing the plan: Mawer’s global equity portfolio | EP37
Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.
Decision-making under risk and uncertainty
We know we can’t predict the future (read: unknowns), but we can account for the likelihood of some scenarios.
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.
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