Art of Boring

Art of Boring

Por: Mawer Investment Management Ltd.
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 50 years.
198 episodios disponibles

Latest episodes of the podcast Art of Boring

Mostrando página 4 de 10

Vulnerabilities vs. Triggers | EP138 02/08/2023
Quarterly Update | Q2 2023 | EP137 19/07/2023
International Equities: Insights from the Road | EP136 06/07/2023
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135 21/06/2023
U.S. Equities: ChatGPT, Banks, and Earnings | EP134 24/05/2023
The Epistemology of Investing: A Near Insurmountable Challenge | EP133 27/04/2023
Quarterly Update | Q1 2023 | EP132 19/04/2023
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131 12/04/2023
Emerging Markets: What happened in 2022, and where are we at? | EP130 15/03/2023
Inflation’s One-Two Punch | EP129 01/03/2023
Post-Mortem: Learnings from 2022 | EP128 22/02/2023
Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127 08/02/2023
Europe, Energy, ESG: Observations from the road | EP126 25/01/2023
Quarterly Update | Q4 2022 | EP125 16/01/2023
S-Curves and the Adoption Cycle | EP124 28/12/2022
Playing the plan: Mawer’s Canadian equity portfolio | EP123 14/12/2022
The art of discount rates | EP122 23/11/2022
What the end of Moore's Law means for the semiconductor industry | EP121 16/11/2022
Playing the plan: Mawer’s U.S. equity portfolio | EP120 09/11/2022
Playing the plan: Mawer’s global equity portfolio | EP119 26/10/2022
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