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Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Released Thursday, 12th October 2023
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Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141

Thursday, 12th October 2023
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Transcript

Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.

Highlights:

  • Valuation considerations in a higher rate environment
  • How (and why) we’ve started systematically tracking and analyzing our investment decisions 
  • Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle
  • Quick dive into Dollarama’s business model and some of the stock drivers
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Art of Boring

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 45 years.

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