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.
All Articles
Tag "China"
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Playing the plan: Mawer’s emerging markets equity portfolio | EP47
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.
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Quarterly update | 3Q 2019 | EP45
Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
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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.
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Playing the plan: Mawer's emerging markets equity portfolio | EP30
Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.
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China observations | Peter Lampert | EP02
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
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China in focus
Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand. We’d be wise to pay attention.
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'Twas the week before Christmas...
‘Twas the week before Christmas
And we’re again filled with cheer
To provide our blog readers
A review of the year: -
A new kind of index theory
One of the most important survival tricks when travelling in China was to have toilet paper with me at all times.
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'Twas the week before Christmas...
‘Twas the week before Christmas, and never you fear, we’ll again provide readers with a review of the year.
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Thinking for ourselves: Lessons from the NBA's Phil Jackson
One of the core tenets of Jackson’s approach to leadership is allowing individuals to discover their own destiny by forcing them to accept individual responsibility.
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China’s control issues
If recent events in China teach us anything, it is that there is a difference between control and resilience. Historically, when governments try this hard to control markets, the control they seek has already been lost.
