Aug 29, 2018
Lead portfolio manager, Peter Lampert, discusses the current investing environment for emerging markets, the importance of resilience, and reviews portfolio holdings in beer, security systems, and bakery ingredient...
Aug 15, 2018
Co-manager of Mawer’s U.S. equity portfolio, Grayson Witcher, discusses the impact of rising corporate debt levels, the importance of relationship building with management teams, and how fighting bias is key to Mawer’s investment...
Aug 8, 2018
Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance...