100 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.

    • Business
    • 4.7 • 73 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.

    Quarterly update | Q4 2021

    Quarterly update | Q4 2021

    The major themes of Q4 and a look ahead to 2022.

    • 20 min
    Deep dive: Inflation

    Deep dive: Inflation

    Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.

    • 32 min
    Playing the plan: Mawer’s Canadian bond portfolio

    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

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

    Playing the plan: Mawer’s Canadian equity portfolio

    Impacts of higher inflation and interest rates and the benefits of an integrated research team.

    • 29 min
    Quarterly update | Q3 2021

    Quarterly update | Q3 2021

    Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.

    • 22 min
    Introducing the Mawer U.S. mid cap equity strategy

    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.

    • 40 min

Customer Reviews

4.7 out of 5
73 Ratings

73 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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