Post-Mortem: Learnings from 2022 | EP128
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
All Articles
Tag "Russia"
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
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Playing the plan: Mawer’s emerging markets equity portfolio | EP107
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
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Playing the plan: Mawer’s emerging markets equity portfolio | EP90
Philip Fisher’s continuous relevance; determining fair value ranges for blitzscalers; and potentially overlooked opportunities in Russia and Kazakhstan.
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(Not) boring finds for January 2018
To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of storytelling, narratives can, and do, shape the economy.
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The portfolio is the hedge
Growing up in post-Soviet Kazakhstan and later Russia, Stanislav received an education in money that would seem alien to North American children.
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Oligarchs, despots, and soccer moms: Reflections on the price of oil (part 2)
Last week, we weighed in on the recent drop in the price of oil. We likened the move to a rock thrown into a pond and cautioned against reaching for the falling knife.
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Worrying signals for Russia’s economy
Two important events involving Russia occurred in the last week. First, Russia amassed a highly suspicious buildup of 20,000 troops on the Ukrainian border. Second, Russia’s yield curve inverted.
