Playing the plan: Mawer’s global equity portfolio | EP81
Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio.
Trader talk: Every BEEP matters | EP39
Equity trader, Jeff Wilson, delves into the in-house “B-E-E-P” framework the trading team has built: Best Execution, Education, and Process.
Bayes for days: What to do with signal
We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.
An imperfect signal
Bondholders have been on quite the ride in the last few months.