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Business
Investing
Management

Art of Boring

Updated about 1 month ago

Business
Investing
Management
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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.

Read more

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.

iTunes Ratings

4 Ratings
Average Ratings
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iTunes Ratings

4 Ratings
Average Ratings
4
0
0
0
0
Cover image of Art of Boring

Art of Boring

Latest release on Jul 03, 2020

All 66 episodes from oldest to newest

Playing the plan: Mawer’s Canadian equity portfolio | EP66

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Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.

Jul 03 2020

27mins

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Capitalizing on cloud migration | EP65

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The implications of cloud migration for enterprises, investors, and business models.

Jun 17 2020

26mins

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Introducing the new Mawer EAFE large cap strategy | EP64

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Why the strategy was created, how it was launched, and some holding examples.

Jun 02 2020

25mins

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Playing the plan: Mawer’s global small cap portfolio | EP63

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Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball.”

May 21 2020

24mins

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What the FAANG is going on? | EP62

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Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.

May 13 2020

27mins

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CIO update | April 29, 2020 | EP61

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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.”

Apr 29 2020

25mins

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Playing the plan: Mawer’s U.S. equity portfolio | EP60

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Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.

Apr 15 2020

29mins

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Quarterly update | Q1 2020 | EP59

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A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.

Apr 09 2020

25mins

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Q&A with CIO: The top questions being asked right now | EP58

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CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.

Apr 02 2020

24mins

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Playing the plan: Mawer’s Canadian equity portfolio | EP57

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What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.

Mar 25 2020

22mins

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