'Twas the week before Christmas
‘Twas the week before Christmas, (and you know it’s true), COVID looms large in our annual review.
Holiday Special: Mawer's Annual Poem | EP77
Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!
Quarterly update | 3Q 2018 | EP18
This episode features insights from the third quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
(Not) boring finds for April 2018
This week we consider how far-reaching the effects of trade tariffs could be; the potential similarities between bonds and stocks; why software businesses can be great investments; and, how much narratives can shape investing.