Browsing Tag
Mawer Investment Management
762 posts
The Shadows of Cyprus (Visscher)
The Shadows of Cyprus by Steve Visscher, Mawer Investment Management I travelled to Cyprus about ten years ago.…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
The Sequestration Blues (Hyndman)
by Jamie Hyndman, Mawer Investment Management The broad range of self-imposed spending cuts that were thrust on the…
Canada's Connection to Chavez (Visscher)
Canada's Connection to Chavez by Steve Visscher, Mawer Investment Management Venezuelan President Hugo Chavez succumbed to cancer this…
Expecting Fat Tails (Mawer)
Expecting Fat Tails by Jamie Hyndman, Mawer Investment Management The beginning of the calendar year is forecast season…
Dreams of Perfection (Hyndman)
by Jamie Hyndman, Mawer Investment Management As many have professed over the years, getting asset mix right is…
Enjoy the View (Visscher)
Enjoy the View by Steven Visscher, Mawer Investment Management I recently returned from a vacation in Nicaragua. For…
First, Do No Harm (Hyndman)
First, Do No Harm by Jamie Hyndman, Mawer Investment Management Jan 25th, 2013 I attended the Strategy Instituteās…
Game On (Visscher)
Game On by Steve Visscher, Mawer Investment Management I love hockey. Those who know me well, know this…
Kick The Can (Visscher)
Kick the Can by Steven Visscher, Mawer Investment Management Have you ever noticed what children do when they…
Stairs in the Dark (Jamie Hyndman)
by Jamie Hyndman, Mawer Investment Management Every morning I come down my stairs at home in the dark.…
A Silver Lining to the Fiscal Cliff (Visscher)
A Silver Lining to the Fiscal Cliff by Steve Visscher, Mawer Investment Management A recent report from Standard…
Taking Stock (Hyndman)
Taking Stock by Jamie Hyndman, Mawer Investment Management Over the past few weeks, Iāve been watching Niall Fergusonās…
Gordon Gecko Syndrome
Gordon Gecko Syndrome by Jamie Hyndman, Mawer Investment Management A few weeks ago, I went to dinner with…
Political Risk... in Canada? (Visscher)
Political Risk... in Canada? by Steven Visscher, Mawer Investment Management December 7, 2012 In selecting securities, we think…
A Trojan Horse? (Jamie Hyndman)
A Trojan Horse? by Jamie Hyndman, Mawer Investment Management November 30, 2012 Sometime roughly three thousand years ago,…
