Playing the plan: Mawer’s emerging markets equity portfolio | EP107


Manage episode 326754047 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.

Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.

115 episodes