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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
- 1
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- Sep 25, 2026
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- Sep 25, 2026
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The Investor's Sword and Shield | EP 228 (opens the original)
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Global equity portfolio manager, Paul Moroz, speaks to a wide range of market topics, including what higher discount rates mean for equity valuations and the subtle shifts you might not see in the headlines but that absolutely matter. Stay tuned for the second half, where Paul discusses Millennium Prize math problems, humility, podcast proliferation, and entropy—for those seeking useful mental models for portfolio construction, the payoff is worthwhile. Key Highlights: Bond yields set the discou
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