Tag "U.S. stock market"
Quarterly update | Q4 2020 | EP78
A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.
January 20, 2021
21 Mins
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
Quarterly update | Q4 2019 | EP50
Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
January 15, 2020
19 Mins
Mawer Insight: Q&A with CIO | EP36
CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.
May 29, 2019
35 Mins
(Not) boring finds for October 2018
Our reading list this week considers factors leading to the next market correction; stock-based compensation; golfing economists; and the pitfalls of generalization.
October 3, 2018
2 Mins
