Quarterly update | 1Q 2018 | EP04
This episode features insights on the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
- The currency translation effect on Canadian equities
- The biggest factors for finding a margin of safety for investors
- Mawer’s asset mix changes – back to a neutral 60/40
- How the credit market is functioning
- Influencers that may cause market volatility going forward
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