The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning (Mawer IM)
In this episode, Jeff Mo, U.S. mid-cap portfolio manager, explores a fundamental shift in how economies may grow…
In this episode, Jeff Mo, U.S. mid-cap portfolio manager, explores a fundamental shift in how economies may grow…
Emerging Markets (EM) entered Q2 2026 facing heightened geopolitical and macro uncertainty, driven by rising oil…
Why aren’t wide-moat stocks holding up better this year? It’s a question that trended heavily in the first quarter…
Emerging markets debt (EMD) has grown significantly in breadth and depth over the past two decades, creating a…