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
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.
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.
Quarterly Update | Q2 2022
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
How to make (good) decisions
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
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.
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.