Art of Boring

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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' fav...

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Looking Past the Pitfalls: Focusing on Managing Risk in the Balanced Portfolio | EP169 contributed by Lukas · Oct 17, 2024
Quarterly Update | Q3 2024 | EP168 contributed by Lukas · Oct 15, 2024
Semiconductors, GLP-1s, and Defense Companies: Powering the International Equity Strategy | EP167 contributed by Lukas · Oct 3, 2024
The U.S. Equity Landscape: Inflation, Artificial Intelligence, and Elections | EP166 contributed by Lukas · Sep 26, 2024
Skyscrapers and Storefronts: Insights on the Commercial Real Estate Market in 2024 | EP165 contributed by Lukas · Aug 29, 2024
Recession Fears and Credit Spreads: A Comprehensive Fixed Income Update | EP164 contributed by Lukas · Aug 14, 2024
Navigating the Canadian Equity Landscape: Dispersion, Energy Transition, and Opportunities | EP163 contributed by Lukas · Jul 31, 2024
Marbles and Billiards: Navigating the Highs and Lows in Global Equity | EP162 contributed by Lukas · Jul 24, 2024
Quarterly Update | Q2 2024 | EP161 contributed by Lukas · Jul 17, 2024
Navigating the U.S. Mid-Cap Landscape: Resilience Amid Uncertainty | EP160 contributed by Lukas · Jul 11, 2024
From Buy to Bye: Sell Discipline and Overcoming Behavioral Biases | EP.159 contributed by Lukas · Jun 26, 2024
Watts Up? The Challenges and Opportunities of Powering AI | EP158 contributed by Lukas · Jun 19, 2024
Navigating Global Small Caps in an AI-Transformative World | EP157 contributed by Lukas · Jun 12, 2024
U.S. equity: Capitalizing on innovation and protecting against pitfalls | EP156 contributed by Lukas · May 22, 2024
Fishing in Less Crowded Ponds: Identifying opportunities in Emerging Markets | EP155 contributed by Lukas · May 16, 2024
A deep dive into the psychological approach to finding opportunity | EP154 contributed by Lukas · May 8, 2024
Moody Mr. Market: Finding opportunities in the Canadian small-cap space amid changing market psychology | EP153 contributed by Lukas · May 2, 2024
Quarterly Update | Q1 2024 | EP152 contributed by Lukas · Apr 16, 2024
Why Position Size Matters in Investing | EP151 contributed by Lukas · Mar 28, 2024
Playing the plan: Mawer's International equity portfolio | EP150 contributed by Lukas · Mar 6, 2024
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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.

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