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.
Quarterly update | Q4 2021
The major themes of Q4 and a look ahead to 2022.
Deep dive: Inflation
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
Playing the plan: Mawer’s Canadian bond portfolio
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year
Playing the plan: Mawer’s Canadian equity portfolio
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
Quarterly update | Q3 2021
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
Introducing the Mawer U.S. mid cap equity strategy
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.
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!