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Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141
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
View all episodes
By Mawer Investment Management Ltd.
4.2
55 ratings
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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