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Quarterly update | 3Q 2018 | EP18

Art of Boring
10/10/2018 18 min
Quarterly update | 3Q 2018 | EP18

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Episode Synopsis

Featuring third quarter insights from Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies. Greg provides perspective on emerging markets, the implications of rising interest rates, and USMCA (NAFTA 2.0).

More episodes of the podcast Art of Boring

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
The Long View: Global Equity Positioning in Uncertain Markets | EP188 30/04/2025
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