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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.
- Indexed episodes, last 90 days
- 8
- Latest publication
- Sep 17, 2026
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- Jul 9, 2026
Latest episodes
Private Equity: The Blurring Line Between Public and Private Markets | EP 227 (opens the original)
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Private equity is opening up to individual investors, and the line between public and private markets is blurring. In this episode, private investments portfolio manager Peter Lieu and institutional portfolio manager Kevin Minas break down secondaries and continuation vehicles, the difference between IRR and distributions, and how Mawer built institutional-quality private equity access through fund commitments, co-investments, and vintage-year diversification, including a new mutual fund trust f
AI CapEx: How Hyperscalers Turn Data Centers Into Returns | EP 226 (opens the original)
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AI CapEx is on track to reach roughly $700 billion at the four largest hyperscalers this year, and equity analyst Irena Petkovic breaks down where all that money is going and what has to be true for it to earn a return. She explains how data centers turned from cost centers into revenue-producing AI factories, the four ways hyperscalers monetize compute, and how the token economy actually works. She then weighs the early evidence of returns against the risks around token pricing, debt financing,
Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225 (opens the original)
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How do you value a memory semiconductor stock like SK Hynix when no one can predict DRAM prices? Equity analyst Shan Rui Yeo walks through the team's Monte Carlo valuation framework: a discounted cash flow run through thousands of scenarios that prices the business on a distribution of returns rather than a single forecast. He also explains how two-times leveraged single-stock ETFs have been amplifying SK Hynix's daily price swings, why regulators and Korean brokers are responding to retail leve
Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224 (opens the original)
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Memory has been one of the strongest corners of the semiconductor industry, and strong returns invite hard questions. In the second part of this series, equity analyst Shan Rui Yeo examines the main risks to the memory thesis: rising competition from China's CXMT and YMTC, the technologies that could reduce AI's appetite for memory, and the wave of capacity investment that could eventually tip the industry back into oversupply. He weighs each risk against the constraints holding it back, from eq
Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223 (opens the original)
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One of the defining market stories of the past 12 months has not been AI chips that compute, but the chips that remember. Equity analyst Shan Rui Yeo explains how memory works, from DRAM and NAND to high bandwidth memory, and how an industry that destroyed wealth for four decades became disciplined after consolidating to three players in 2013. He then walks through what changed: AI inference has made memory the key bottleneck, memory content is climbing with each new generation of GPUs, and new
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