115 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
    • 5.0 • 4 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 international equity portfolio

    Playing the plan: Mawer’s international equity portfolio

    The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.

    • 28 min
    An energy-fuelled debate: Are renewables actually becoming cheaper?

    An energy-fuelled debate: Are renewables actually becoming cheaper?

    The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.

    • 38 min
    Quarterly Update | Q2 2022

    Quarterly Update | Q2 2022

    Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.

    • 24 min
    How to make (good) decisions

    How to make (good) decisions

    CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.

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

    Playing the plan: Mawer’s Canadian bond portfolio

    Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.

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

    Playing the plan: Mawer’s Canadian equity portfolio

    Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.

    • 31 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

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