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Art of Boring
31 minutes | a month ago
Playing the plan: Mawer’s Canadian equity portfolio | EP74
A deep dive into three new holdings: Stella-Jones, Ritchie Bros., and Granite REIT, and what we mean when we say “winning by not losing.”
18 minutes | a month ago
Quarterly update | Q3 2020 | EP73
A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U.S. election.
19 minutes | 2 months ago
Playing the plan: Mawer’s Canadian bond portfolio | EP72
Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.
25 minutes | 2 months ago
Playing the plan: Mawer's global equity portfolio | EP71
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain.”
23 minutes | 4 months ago
Playing the plan: Mawer’s Canadian small cap portfolio | EP68
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.”
20 minutes | 4 months ago
Quarterly update | Q2 2020 | EP67
A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.
28 minutes | 5 months ago
Playing the plan: Mawer’s Canadian equity portfolio | EP66
Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.
27 minutes | 5 months ago
Capitalizing on cloud migration | EP65
The implications of cloud migration for enterprises, investors, and business models.
26 minutes | 6 months ago
Introducing the new Mawer EAFE large cap strategy | EP64
Why the strategy was created, how it was launched, and some holding examples.
25 minutes | 6 months ago
Playing the plan: Mawer’s global small cap portfolio | EP63
Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball.”
27 minutes | 6 months ago
What the FAANG is going on? | EP62
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
26 minutes | 7 months ago
CIO update | April 29, 2020 | EP61
CIO Paul Moroz weighs in on recent movements in the market and how we may have “crossed the Rubicon” with respect to direct fiscal stimulus and are perhaps seeing the “collapse of the bond standard.”
30 minutes | 7 months ago
Playing the plan: Mawer’s U.S. equity portfolio | EP60
Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.
25 minutes | 7 months ago
Quarterly update | Q1 2020 | EP59
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
24 minutes | 8 months ago
Q&A with CIO: The top questions being asked right now | EP58
CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.
23 minutes | 8 months ago
Playing the plan: Mawer’s Canadian equity portfolio | EP57
What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.
23 minutes | 8 months ago
Mawer market update March 20, 2020 | EP56
Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.
20 minutes | 8 months ago
Mawer market update March 2020 | EP55
CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.
37 minutes | 8 months ago
The reverse roadshow | EP54
Why our team locks themselves in a room for a week to speak with over 30 management teams: to drive focus and attention on the companies that are going to have the best chance of meeting our investment criteria.
32 minutes | 9 months ago
Playing the plan: Mawer's international equity portfolio | EP53
Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.
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