‘Twas the week before Christmas
'Twas the week before Christmas, thus time to review—the economic story of 2022.
All Articles
Tag "China"
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
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Playing the plan: Mawer’s emerging markets equity portfolio | EP107
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
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Quarterly update | Q4 2021 | EP100
The major themes of Q4 and a look ahead to 2022.
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'Twas the week before Christmas
‘Twas the week before Christmas, so let's have some fun. Mawer recaps the main themes of 2021.
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Playing the plan: Mawer’s Canadian bond portfolio | EP98
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year.
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Playing the plan: Mawer’s Canadian equity portfolio | EP97
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
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Intensifying regulatory risk in China | EP92
A real time risk management discussion addressing the increasing regulatory pressures currently impacting a wide range of businesses in China.
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Playing the plan: Mawer’s international equity portfolio | EP79
Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.
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Playing the plan: Mawer's emerging markets equity portfolio | EP70
Building resiliency while finding opportunities in emerging markets.
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Playing the plan: Mawer's international equity portfolio | EP53
Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.
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Playing the plan: Mawer’s global equity portfolio | EP52
CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real money’s in the holding.”
