In this episode, Mawer IM discusses the defense industry's evolution with equity analyst Joshua Samuel. He highlights the historical underinvestment in European defense, the recent increase in defense spending, particularly Germany's program, and the strategic importance of land systems.

Unpacking one of our key mental models around investing and managing risk.

U.S. equities experienced challenging backdrop in the first quarter of 2025 on the back of fears of an economic slowdown following the announcement of substantial tariff increases by the Trump administration.

In this episode, portfolio manager at Mawer Investment Management, Peter Lampert discusses international equities and the impact of tariffs on portfolio management.

Chris Wallis, CEO/CIO of Vaughan Nelson, discusses Trump’s tariffs and recent policy changes, along with the market volatility with Louise Watson.

Broad factor groups help explain long-term returns and, indeed, form the framework for quantitative stock selection models. In the fourth of this new series on Quant Investing Matthias Hanauer, Quant Researcher at Robeco, talks more about the perfect quant stock.

IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology stocks in 2025, as Derek Glynn, Associate Portfolio Manager BNP Paribas AM, explains in this short video.

In today’s environment, one could take on less risk for the same expected return, says Vaguard's Head of Advice Methodology.

LSEG’s macroeconomic experts discuss divergence and dispersion—where impact has been most significant, and trends being seen today.

Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe. He also discusses the upcoming U.S. Presidential election and its potential impact on Europe, as well as the tangible concerns of political risk that investors now face.

Our expert Mark Kritzman explains how dynamic time warping can help investors with practical insights for better decision-making.

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…

This latest episode of the Outthinking Investor explores the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices.

Dan Davidowitz, Co-Portfolio Manager of the Polen Focus Growth strategy, sits down with Rusty Vanneman, host of Orion's ''Weighing the Risks'' podcast, to discuss a wide range of investment topics and how advisors and investors can better navigate today's complex financial landscape.

Dan Davidowitz and Steve Atkins of Polen’s Large Company Growth team sit down with Zhang Zhang, Head of AI and risk analytics, for a wide-ranging discussion on the technology and investment implications of generative AI.

Carmine De Franco, Head of Quant Equity, BNP Paribas AM explore why it's time to unearth undervalued companies and diversify portfolios.

Mark Rutherford, Co-Manager of Mawer’s Canadian equity strategy explores the key drivers behind Canadian equities' strong 2024 performance, highlighting standout sectors like technology, financials, energy midstream, and gold. He also examines challenges in telecommunications and real estate, discusses risks from slower…

Portfolio Managers Erin Browne and Emmanuel Sharef discuss their strategy for multi-asset portfolios amid the resurgence of the inverse relationship between equities and fixed income, and highlight their key investment opportunities in today’s market en...

What can we learn by looking at the historical performance of sectors? Join S&P DJI’s Tim Edwards and Joe Nelesen for a closer look at how the distinct risk/return profiles of individual sectors may influence their performance during different market regimes.

In this piece we explore the core considerations of factor investing and how quantitative and dynamic multi-factor frameworks can help investors navigate changing market environments.