71 episodes
Art of Boring Mawer Investment Management Ltd.
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- Investing
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4.6 • 67 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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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.
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Investment potential within the payments industry
A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.
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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.”
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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.
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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.
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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