Quarterly update | Q1 2020 | EP59
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
Mawer Market Update—March 20, 2020
Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.
Mawer market update March 2020 | EP55
CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.
(Not) boring finds for 2018
With reminders about volatility; a glance into the economics of craft beer; the consumer effects of trade wars; and demonstrating causality from McRib sales…these seven provide quite the spectrum.
Quarterly update | 1Q 2018 | EP04
This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.
(Not) boring finds for February 2018
Bloomberg shows us past startling sell-offs; Norway’s sovereign wealth fund votes against executive pay at Alphabet; Amazon wades into health care waters; and the U. S. craft beer industry is brewing economic success.