Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141 - a podcast by Mawer Investment Management Ltd.

Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.

Highlights:

• Valuation considerations in a higher rate environment
• How (and why) we’ve started systematically tracking and analyzing our investment decisions 
• Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle
• Quick dive into Dollarama’s business model and some of the stock drivers

Further episodes of Art of Boring

Further podcasts by Mawer Investment Management Ltd.

Website of Mawer Investment Management Ltd.