Podcasts by Art of Boring
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.
Further podcasts by Mawer Investment Management Ltd.
Podcast on the topic Geldanlage
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EAFE Equities: Japan, Interest Rates, and Managing Volatility | EP145 from 2023-12-07T09:00
In this episode, Dave Ragan, co-manager for the EAFE large-cap strategy, speaks on the current state and future prospects of EAFE markets. He delves into Japan's market challenges and opportunit...
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Emerging Markets: Recent Rebound, China, and New Opportunities | EP144 from 2023-11-23T09:00
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil...
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Beyond AI: Other Technology Trends | EP143 from 2023-11-09T09:00
Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in...
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Quarterly Update | Q3 2023 | EP142 from 2023-10-17T06:39
A recap of the quarter and our thoughts on the hard vs. soft landing debate.
Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141 from 2023-10-12T07:00
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140 from 2023-09-20T07:00
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
Highlights:
- Influence of big tech stocks on the U.S. ma... Listen
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139 from 2023-08-24T15:21
How we approach finding new ideas in the widest investment universe.
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Vulnerabilities vs. Triggers | EP138 from 2023-08-02T10:00
Unpacking one of our key mental models around investing and managing risk.
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Quarterly Update | Q2 2023 | EP137 from 2023-07-19T10:00
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
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International Equities: Insights from the Road | EP136 from 2023-07-06T08:00
Top highlights from the team’s recent research trips and a few business models we’re excited about.
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Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135 from 2023-06-21T10:00
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
Highlights...
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U.S. Equities: ChatGPT, Banks, and Earnings | EP134 from 2023-05-24T10:00
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
The Epistemology of Investing: A Near Insurmountable Challenge | EP133 from 2023-04-27T14:00
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
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Quarterly Update | Q1 2023 | EP132 from 2023-04-19T10:00
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
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Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131 from 2023-04-12T10:00
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
Emerging Markets: What happened in 2022, and where are we at? | EP130 from 2023-03-15T10:00
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
Inflation’s One-Two Punch | EP129 from 2023-03-01T11:00
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
Highlights:<...
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Post-Mortem: Learnings from 2022 | EP128 from 2023-02-22T11:00
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
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Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127 from 2023-02-08T11:00
Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2...
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Europe, Energy, ESG: Observations from the road | EP126 from 2023-01-25T11:00
Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European inve...
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Quarterly Update | Q4 2022 | EP125 from 2023-01-16T11:00
A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.
Highligh...
S-Curves and the Adoption Cycle | EP124 from 2022-12-28T11:00
What investors can learn from the s-curves of technologies both old and new.
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Playing the plan: Mawer’s Canadian equity portfolio | EP123 from 2022-12-14T11:00
What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio...
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The art of discount rates | EP122 from 2022-11-23T11:00
How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?)
What the end of Moore's Law means for the semiconductor industry | EP121 from 2022-11-16T11:00
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
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Playing the plan: Mawer’s U.S. equity portfolio | EP120 from 2022-11-09T11:00
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
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Playing the plan: Mawer’s global equity portfolio | EP119 from 2022-10-26T10:00
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
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Quarterly Update | Q3 2022 | EP118 from 2022-10-18T10:00
Market swings, central bank moves, and rising interest rates. A look at Q3.
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Playing the plan: Mawer U.S. mid cap equity portfolio | EP117 from 2022-09-07T10:00
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating co...
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Playing the plan: Mawer’s global small cap portfolio | EP116 from 2022-08-24T10:00
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than ...
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Playing the plan: Mawer’s international equity portfolio | EP115 from 2022-08-03T10:00
The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspec...
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An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114 from 2022-07-20T10:00:05
The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missi...
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Quarterly Update | Q2 2022 | EP113 from 2022-07-13T10:00
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
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How to make (good) decisions | EP112 from 2022-06-29T10:00
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
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Playing the plan: Mawer’s Canadian bond portfolio | EP111 from 2022-06-22T10:00
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring....
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Playing the plan: Mawer’s Canadian equity portfolio | EP110 from 2022-06-08T10:00
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
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Deep dive: DevOps | EP109 from 2022-05-25T10:00
What DevOps is and why it’s a theme with investment potential.
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Creativity vs. Frameworks: How to build a better decision-making environment | EP108 from 2022-05-11T10:00
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better in...
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Playing the plan: Mawer’s emerging markets equity portfolio | EP107 from 2022-04-27T10:00
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
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Quarterly Update | Q1 2022 | EP106 from 2022-04-20T10:00
iTunes:
CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent perform...
Playing the plan: Mawer’s U.S. equity portfolio | EP105 from 2022-04-13T10:00
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio...
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Playing the plan: Mawer’s EAFE large cap portfolio | EP104 from 2022-03-16T10:00
Jim Hall (chair, head of our risk management process, and portfolio manager) shares his overall observations on prevailing macroeconomic risks—and the effects on ou...
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Playing the plan: Mawer’s global equity portfolio | EP103 from 2022-02-23T11:00
How we achieve balance in the portfolio, manage hubris, and have accounted for inflation risk in our investment process.
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Post-mortem: Learnings from 2021 | EP102 from 2022-02-09T11:00
Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.
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The quest for “holy compounders” | EP101 from 2022-01-26T11:00
Our systematic assessment framework to narrow the probabilities in analysing fast-growing technology companies in an effort to improve our odds of identifying those...
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Quarterly update | Q4 2021 | EP100 from 2022-01-19T11:00
The major themes of Q4 and a look ahead to 2022.
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Deep dive: Inflation | EP99 from 2022-01-05T11:00
Inflation cycles throughout history, Keynes vs. monetarists, and why the enemy is…still us.
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Playing the plan: Mawer’s Canadian bond portfolio | EP98 from 2021-12-08T11:00
Global debt, China’s credit cycle, shifting monetary and fiscal policy objectives, and the three scenarios we are thinking about this year
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Playing the plan: Mawer’s Canadian equity portfolio | EP97 from 2021-11-24T11:00
Impacts of higher inflation and interest rates and the benefits of an integrated research team.
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Quarterly update | Q3 2021 | EP96 from 2021-10-19T10:00
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
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Introducing the Mawer U.S. mid cap equity strategy | EP95 from 2021-09-29T10:00
Why we launched—our interest and history in U.S. mid cap stocks—potential benefits of the asset class, and a few holding examples.
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Prepare instead of predict: Integrating an engineering discipline to improve risk management | EP94 from 2021-09-22T10:00
John Kay’s “simplicity, modularity, redundancy” risk framework elements and our ongoing risk management process improvements.
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Playing the plan: Mawer’s global small cap portfolio | EP93 from 2021-09-08T10:00
Mispricing patterns we’re seeing in the market; where we’re finding an edge; improving our management team assessment techniques.
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Intensifying regulatory risk in China | EP92 from 2021-08-23T10:00
A real time risk management discussion addressing the increasing regulatory pressures currently impacting a wide range of businesses in China.
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Playing the plan: Mawer’s Canadian small cap portfolio | EP91 from 2021-08-11T10:00
The tremendous IPO activity led by tech companies; our evaluation process for a company prior to it becoming public; and recent matrix meeting outcomes for the port...
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Playing the plan: Mawer’s emerging markets equity portfolio | EP90 from 2021-07-28T10:00
Philip Fisher’s continuous relevance; determining fair value ranges for blitzscalers; and potentially overlooked opportunities in Russia and Kazakhstan.
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Quarterly update | Q2 2021 | EP89 from 2021-07-14T10:00
A review of the quarter: the high-level themes have continued.
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1/Ntelligence™: Our take on portfolio construction | EP88 from 2021-07-07T10:00
CIO Paul Moroz walks us through his “best practices” portfolio construction checklist.
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Why investors really need to understand the mechanics of Bitcoin | EP87 from 2021-06-16T10:00
Opening the Pandora’s box of Bitcoin, societal trust, and why investors might not, but need to, fully understand the technology.
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Playing the plan: Mawer’s U.S. equity portfolio | EP86 from 2021-05-19T10:00
“Making the macro micro” around demand trends, inflation concerns, valuations, and earnings. We discuss Comcast, Visa, Dollar General, Alphabet, and more.
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Deep dive: The pharmaceutical industry | EP85 from 2021-05-05T10:00
iTunes description:
A close look at our research...
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Playing the plan: Mawer’s Canadian equity portfolio | EP84 from 2021-04-21T11:30
How thinking like a deer in the forest (situational awareness) and other risk management process tinkering has helped the team. In addition, thoughts on the potential CP Rail and Kansas City Sou...
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Quarterly update | Q1 2021 | EP83 from 2021-03-31T11:30
One year since lockdown: CIO Paul Moroz summarizes the major market themes of the past four quarters and how it has (and hasn’t) affected our process and way of looking at the world.
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Playing the plan: Mawer’s EAFE large cap portfolio | EP82 from 2021-03-24T11:30
How the EAFE LC team is improving the overall process and a deeper look at holdings DSV, Kuehne+Nagel, and Anglo American.
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Playing the plan: Mawer’s global equity portfolio | EP81 from 2021-02-24T12:30
Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio—Admiral Group and Novo Nordisk.
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Post-mortem: Learnings from 2020 | EP80 from 2021-02-16T12:30
CIO Paul Moroz discusses some of the Research team’s 2020 learnings—highlights include the challenge of using the market as a feedback system and the “Ben Stiller Theory.”
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Playing the plan: Mawer’s international equity portfolio | EP79 from 2021-01-27T12:30
Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.
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Quarterly update | Q4 2020 | EP78 from 2021-01-20T12:30
A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.
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Holiday Special: Mawer's Annual Poem | EP77 from 2020-12-18T12:30
Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!
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Game on: A deep-dive into the gaming industry | EP76 from 2020-12-09T12:30
Front-of-mind investment learnings from equity analysts Justin Anderson and Joshua Samuel on the dynamic, evolving gaming universe.
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Nuances to portfolio construction | EP75 from 2020-11-25T12:30
Mawer U.S. Equity Portfolio Manager, Grayson Witcher, takes us through how the team approaches portfolio construction; assessing themes, offsets, and opportunities through holdings Nike, Carrier...
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Playing the plan: Mawer’s Canadian equity portfolio | EP74 from 2020-10-21T11:30
A deep dive into three new holdings: Stella-Jones, Ritchie Bros., and Granite REIT, and what we mean when we say “winning by not losing.”
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Quarterly update | Q3 2020 | EP73 from 2020-10-12T11:30
A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U.S. election.
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Playing the plan: Mawer’s Canadian bond portfolio | EP72 from 2020-09-30T11:30
Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenar...
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Playing the plan: Mawer's global equity portfolio | EP71 from 2020-09-09T11:30
CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain.”
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Playing the plan: Mawer's emerging markets equity portfolio | EP70 from 2020-08-19T11:30
Building resiliency while finding opportunities in emerging markets.
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Investment potential within the payments industry | EP69 from 2020-08-12T11:30
A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.
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Playing the plan: Mawer’s Canadian small cap portfolio | EP68 from 2020-07-29T11:30
The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool.”
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Quarterly update | Q2 2020 | EP67 from 2020-07-15T11:30
A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.
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Playing the plan: Mawer’s Canadian equity portfolio | EP66 from 2020-07-03T11:30
Why the current market environment “feels like 2030 is happening in 2020,” our perspective on the recent market recovery, and more.
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Capitalizing on cloud migration | EP65 from 2020-06-17T11:30
The implications of cloud migration for enterprises, investors, and business models.
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Introducing the new Mawer EAFE large cap strategy | EP64 from 2020-06-02T11:30
Why the strategy was created, how it was launched, and some holding examples.
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Playing the plan: Mawer’s global small cap portfolio | EP63 from 2020-05-21T11:30
Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball.”
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What the FAANG is going on? | EP62 from 2020-05-13T11:30
Exploring the why behind the FAANG’s outsized stock returns and the overall challenges of valuating tech companies.
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CIO update | April 29, 2020 | EP61 from 2020-04-29T11:30
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 stand...
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Playing the plan: Mawer’s U.S. equity portfolio | EP60 from 2020-04-15T11:30
Lead portfolio manager, Grayson Witcher, discusses how the team is positioning the portfolio amidst the current uncertainty.
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Quarterly update | Q1 2020 | EP59 from 2020-04-09T18:00
A review of the quarter: how we’re positioning our portfolios and what investors should keep in mind during these volatile times.
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Q&A with CIO: The top questions being asked right now | EP58 from 2020-04-02T11:30
CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.
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Playing the plan: Mawer’s Canadian equity portfolio | EP57 from 2020-03-25T11:30
What we’re doing to mitigate potential sharp edges in the portfolio, as well as position for medium and long-term risks and opportunities.
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Mawer market update March 20, 2020 | EP56 from 2020-03-20T17:00
Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.
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Mawer market update March 2020 | EP55 from 2020-03-13T05:00
CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.
The reverse roadshow | EP54 from 2020-03-11T11:30
Why our team locks themselves in a room for a week to speak with over 30 management teams: to drive focus and attention on the companies that are going to have the ...
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Playing the plan: Mawer's international equity portfolio | EP53 from 2020-03-04T12:30
Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, an...
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Playing the plan: Mawer’s global equity portfolio | EP52 from 2020-02-05T12:30
CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real mo...
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Negative interest rates in an unprecedented time| EP51 from 2020-01-22T12:30
This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whethe...
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Quarterly update | Q4 2019 | EP50 from 2020-01-15T12:30
Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
Playing the plan: Mawer’s Canadian equity portfolio | EP49 from 2019-12-04T12:30
Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and pote...
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Technical debt | EP48 from 2019-11-20T12:30
This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical de...
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Playing the plan: Mawer’s emerging markets equity portfolio | EP47 from 2019-11-06T12:30
Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.<...
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Sustainable Development Goals: What they are and how Canada measures up | EP46 from 2019-10-16T11:30
Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on ...
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Quarterly update | 3Q 2019 | EP45 from 2019-10-14T11:30
Featuring insights from the third quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.
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Playing the plan: Mawer’s global small cap portfolio | EP44 from 2019-10-02T11:30
Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the adva...
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Playing the plan: Mawer’s U.S. equity portfolio | EP43 from 2019-09-04T11:30
U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind ...
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Making a difference: Impact investing | EP42 from 2019-08-21T11:30
Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, discuss the Foundation’s definition of impact i...
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Playing the plan: Mawer’s international equity portfolio | EP41 from 2019-08-07T11:30
Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH ...
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Lessons from 33 years of investing | EP40 from 2019-07-24T11:30
Investing legend Martin Ferguson, pioneer of the award-winning Mawer Canadian small-cap strategy shares the lessons he learned over his 33-year career.
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Trader talk: Every BEEP matters | EP39 from 2019-07-18T11:30
Quarterly update | 2Q 2019 | EP38 from 2019-07-11T11:30
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Playing the plan: Mawer’s global equity portfolio | EP37 from 2019-06-12T11:30
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Mawer Insight: Q&A with CIO | EP36 from 2019-05-29T11:30
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Deep dive: The U.S. healthcare industry | EP35 from 2019-05-22T11:30
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Playing the plan: Mawer’s Canadian small cap portfolio | EP34 from 2019-05-08T09:30
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Quarterly update | 1Q 2019 | EP33 from 2019-04-09T15:08:40
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Playing the plan: Mawer’s Canadian equity portfolio | EP32 from 2019-04-03T09:30
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Decentralized structures: a competitive advantage | EP31 from 2019-03-13T16:29:30
Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.
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Playing the plan: Mawer's emerging markets equity portfolio | EP30 from 2019-03-06T10:30
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Good travels: The many business models found in the travel industry | EP29 from 2019-02-20T10:30
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Defining intrinsic value in a stochastic world | EP28 from 2019-02-06T10:30
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Trader Talk | EP27 from 2019-01-23T10:30
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Quarterly update | 4Q 2018 | EP26 from 2019-01-14T10:30
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Brick by brick - constructing a resilient global balanced portfolio starts from the bottom up | EP25 from 2019-01-09T10:30
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Playing the plan: Mawer’s U.S. equity portfolio | EP24 from 2018-12-17T20:51:37
U.S. portfolio manager, Grayson Witcher, discusses the sustainability of U.S. earnings, some of the major position changes over the past two years, and overall team learnings.
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On leadership and decision-making: lessons from our president | EP23 from 2018-12-05T17:42:12
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Managing investments for foundations and not-for-profits | EP22 from 2018-11-28T17:53:24
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Playing the plan: Mawer’s global small cap portfolio | EP21 from 2018-11-21T11:00
Deputy CIO, Christian Deckart, discusses global small-cap portfolio holdings to demonstrate the small-cap life cycle, how M&As present a double-edged sword, and how the team continues to turn ov...
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The art of the management team interview | EP20 from 2018-11-07T11:00
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Playing the plan: Mawer’s international equity portfolio | EP19 from 2018-10-24T10:00
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Quarterly update | 3Q 2018 | EP18 from 2018-10-10T12:00
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Playing the plan: Mawer’s global balanced portfolio | EP17 from 2018-09-26T12:00
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Language Matters in investing | EP16 from 2018-09-12T12:00
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Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15 from 2018-08-29T20:37:20
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Playing the plan: Mawer’s U.S. equity portfolio | EP14 from 2018-08-15T16:31:33
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Playing the plan: Mawer’s Canadian equity portfolio | EP13 from 2018-08-08T12:00
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Investing with your eyes: CIO insights from South America | EP12 from 2018-07-25T12:00
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Quarterly update | 2Q 2018 | EP11 from 2018-07-12T18:02:11
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Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10 from 2018-07-04T12:00
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Underweight: our take on Japan | EP09 from 2018-06-20T14:52:05
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Getting in alignment: Why investors need to pay attention to executive compensation | EP08 from 2018-06-07T12:00
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Playing the plan: Mawer's equity philosophy in action| EP07 from 2018-05-23T12:00
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The competitive advantage of high performing teams | EP06 from 2018-05-09T12:00
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Supersize me: Province of Alberta goes large and issues first time benchmark euro-denominated bond | EP05 from 2018-04-25T16:00:33
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Quarterly Update | 1Q 2018 | EP04 from 2018-04-11T16:58:10
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Moneyball and Automation: Introducing “The Lab” | Justin Anderson | EP03 from 2018-04-04T12:00
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China observations | Peter Lampert | EP02 from 2018-03-21T18:00
India observations | Paul Moroz | EP01 from 2018-02-16T04:16:53
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