Playing the plan: Mawer’s Canadian bond portfolio | EP98

Art of Boring
08/12/2021 18 min Episodio 98
Playing the plan: Mawer’s Canadian bond portfolio | EP98

Listen "Playing the plan: Mawer’s Canadian bond portfolio | EP98"

Descargar episodio Ver en sitio original

Episode Synopsis

Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year

More episodes of the podcast Art of Boring

Quarterly Update | Q3 2025 | EP 200 10/10/2025
The Canadian Bond Balancing Act: Trade Policy, Central Banks, and Economic Growth Impacts | EP.199 06/10/2025
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
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA