Podcast appearances and mentions of paul moroz

Paul Moroz returns to The Art of Boring podcast after three years, discussing his reappointment as lead manager of Mawer's global equity strategy. Paul outlines the team's strategic approach to portfolio repositioning and reflects on how the investment landscape has evolved over the past five years. He emphasizes increased diversification, better alignment with other Mawer strategies, and a more balanced approach to market exposure.   Key Takeaways:   Paul Moroz and David Ragan have returned to the global equity strategy with renewed energy and focus   The portfolio is increasing its number of holdings for improved diversification and resilience, creating more "chess pieces on the board" Adjustments include boosting technology exposure and reducing positions with weakening business fundamentals   The team is moving quickly but methodically, with most changes expected in the coming months and a return to typical turnover rates thereafter.   Highlighted changes in the last five years: technology's rapid evolution, the rise of capital-light business models, and shifts in passive vs. active investing. But despite structural changes, human psychology remains a constant driver of market behavior. This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.   Visit Mawer at https://www.mawer.com.   Follow us on social:   LinkedIn - https://www.linkedin.com/company/mawer-investment-management/   Instagram - https://www.instagram.com/mawerinvestmentmanagement/

Chief Investment Officer, Paul Moroz, reflects on notable learnings from 2021 and how time and experience still clarify the most in investing—and life.

CIO, Paul Moroz, answers clients’ most frequently asked questions during these extraordinary times.

Philip Petursson, Chief Investment Strategist at Manulife Investment Management, is joined by Paul Moroz, Chief Investment Officer of Mawer Investment Management. Paul talks about the team's “buy, hold, and sell” strategy, and discusses how the current geopolitical environment has affected his team's analysis, and the opportunities they're finding as a result.

CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment. He discusses the paradigm shift from a closed world to globalization, how home bias is often a pure investing error, and how assessing stocks on a “brick by brick” basis may be better than pulling on a country “lever” in balanced portfolios.

CIO and co-manager, Paul Moroz, discusses how to build the most resilient global portfolio possible and reveals Mawer’s four building blocks to risk management.

Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India. Paul is also co-manager of Mawer’s Global Equity and Global Small Cap strategies. In our discussion, Paul talks about the importance India’s change in administration has made to the investing landscape; explains India’s growing need for capital; shares the management meetings that left him deterred and excited; and, shines a light on why wearing shoes during company meetings might be a good idea!

Paul discusses how the Manulife Global Equity Class has been positioned and provides examples of companies poised to do well in a rising interest rate environment and another that may protect better in a down market.

Christian Deckart provides an overview of the Manulife Global Equity Class and discusses in detail the business of one of the fund’s holdings.

Christian Deckart provides an overview of the Manulife Global Equity Class and discusses holdings added over the last quarter.

Paul provides an overview of the Manulife Global Equity Class and discusses holdings added over the last quarter.

Paul provides an overview of Brexit, the risks to the UK and how it relates to the Manulife Global Equity Class.

Paul provides a market overview for global equity markets and discusses positioning and outlook for the Manulife Global Equity Class.

Paul provides a market overview for global equity markets and discusses positioning and outlook for the Manulife Global Equity Class.

Paul provides a market overview for global equity markets and discusses positioning and outlook for the Manulife Global Equity Class.

Paul provides a market overview for global equity markets and discusses positioning and outlook for the Manulife Global Equity Class.

Paul provides a market overview for global equity markets and discusses positioning and outlook for the Manulife Global Equity Class.

Paul discusses global equity markets and the positioning of the Manulife Global Equity Class.

Paul Moroz discusses the positioning of the Manulife Global Equity Class.

Paul Moroz gives a brief market outlook and discusses the Manulife Global Equity Class.

Paul Moroz gives a brief market outlook and shares some themes he’s seeing in the global markets.

Paul Moroz provides an update on the first quarter of 2013 and shares some insights into his funds.

Paul Moroz talks about the current market environment and shares his thoughts on how the Manulife Global Small Cap Fund fits into this market.

Paul Moroz discusses positioning Manulife Global Small Cap Fund for rebound in Europe.

Paul Moroz talks about the Manulife Global Small Cap Fund’s blue chip small cap strategy, his outlook on the fund and his outlook on the overall markets.

Paul Moroz talks about the Manulife Global Small Cap Fund’s blue chip small cap strategy, his outlook on the fund and his outlook on the overall markets.