75 episodes
Art of Boring Mawer Investment Management Ltd.
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- Investing
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4.6 • 68 Ratings
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Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 45 years.
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Nuances to portfolio construction
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier, UnitedHealth, Fastenal, and more.
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Playing the plan: Mawer’s Canadian equity portfolio
A deep dive into three new holdings: Stella-Jones, Ritchie Bros., and Granite REIT, and what we mean when we say “winning by not losing.”
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Quarterly update | Q3 2020
A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U.S. election.
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Playing the plan: Mawer’s Canadian bond portfolio
Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.
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Playing the plan: Mawer's global equity portfolio
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain.”
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Playing the plan: Mawer's emerging markets equity portfolio
Building resiliency while finding opportunities in emerging markets.
Customer Reviews
Abdy
I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.
Very informative
Great presentation and consideration. Fantastic conversation and thoughts. Be Boring. Make Money!
So far, it’s the best podcast for investment
Excellent topic and insightful talk!
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