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Playing the plan: Mawer’s global equity portfolio | EP37

Art of Boring
12/06/2019 14 min Episodio 37
Playing the plan: Mawer’s global equity portfolio | EP37

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Episode Synopsis

Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.

More episodes of the podcast Art of Boring

Patience and Progress: Navigating Japan’s Investment Terrain | EP 198 01/10/2025
From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP197 17/09/2025
Convergence and Complacency: Today's Credit Markets | EP 196 27/08/2025
From Inventory to Innovation: Canadian Small Caps in Focus | EP 195 06/08/2025
Back to the Future: Global Equity | EP 194 30/07/2025
Quarterly Update | Q2 2025 | EP 193 10/07/2025
Customizing the Last Mile: AI, Innovation, and Mawer’s Tech Evolution | EP 192 25/06/2025
Energy, Gold, and Growth: Current Insights on Canadian Markets | EP 191 11/06/2025
Finding Hidden Gems in Emerging Markets | EP 190 04/06/2025
Navigating Uncertainty: Global Small Caps, Process Innovation, and AI at Mawer | EP189 22/05/2025
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