1/Ntelligence™: Our take on portfolio construction | EP88
CIO Paul Moroz walks us through his “best practices” portfolio construction checklist.
The enemy is us: Mitigating confirmation bias
Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.
Mawer market update March 20, 2020 | EP56
Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.A transcript of this episode is available below, modified for a more enjoyable reading experience.
What’s love got to do with it? (Investing)
Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.
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.