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Quarterly Update | Q4 2022 | EP125

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Manage episode 352637408 series 2112821
Content provided by Mawer Investment Management Ltd.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mawer Investment Management Ltd. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.

Highlights:

  • How we did—and what factors impacted relative performance
  • Why 2022 was difficult for Balanced investors
  • Discount rates have gone up…where are valuations at?
  • Inflation expectations, interest rates, labour markets, earnings, and economic growth—what’s being monitored in 2023
  • Asset mix update
  continue reading

170 episodes

Artwork

Quarterly Update | Q4 2022 | EP125

Art of Boring

56 subscribers

published

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Manage episode 352637408 series 2112821
Content provided by Mawer Investment Management Ltd.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mawer Investment Management Ltd. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.

Highlights:

  • How we did—and what factors impacted relative performance
  • Why 2022 was difficult for Balanced investors
  • Discount rates have gone up…where are valuations at?
  • Inflation expectations, interest rates, labour markets, earnings, and economic growth—what’s being monitored in 2023
  • Asset mix update
  continue reading

170 episodes

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