Art Of Boring
Playing the plan: Mawer’s international equity portfolio | EP41
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:23:43
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Sinopse
Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.
