71 episodes

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.

Art of Boring Mawer Investment Management Ltd.

    • Investing
    • 4.6 • 67 Ratings

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.

    Playing the plan: Mawer's global equity portfolio

    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.”

    • 25 min
    Playing the plan: Mawer's emerging markets equity portfolio

    Playing the plan: Mawer's emerging markets equity portfolio

    Building resiliency while finding opportunities in emerging markets.

    • 21 min
    Investment potential within the payments industry

    Investment potential within the payments industry

    A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.

    • 36 min
    Playing the plan: Mawer’s Canadian small cap portfolio

    Playing the plan: Mawer’s Canadian small cap portfolio

    The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool.”

    • 22 min
    Quarterly update | Q2 2020

    Quarterly update | Q2 2020

    A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.

    • 20 min
    Playing the plan: Mawer’s Canadian equity portfolio

    Playing the plan: Mawer’s Canadian equity portfolio

    Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.

    • 27 min

Customer Reviews

4.6 out of 5
67 Ratings

67 Ratings

abdy4 ,

Abdy

I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.

Baronialists ,

Very informative

Great presentation and consideration. Fantastic conversation and thoughts. Be Boring. Make Money!

jeff_yao ,

So far, it’s the best podcast for investment

Excellent topic and insightful talk!

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