Playing the plan: Mawer’s EAFE large cap portfolio | EP104


Manage episode 322882639 series 2112821
By Mawer Investment Management Ltd.. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jim Hall (chair, head of our risk management process, and portfolio manager) shares his overall observations on prevailing macroeconomic risks—and the effects on our process and the EAFE large cap portfolio.

115 episodes