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Investment Newsletters

Quarterly investment newsletters with market commentaries and performance information.

Mawer Videos

A video series discussing each quarter in review and providing an outlook for the year going forward.  

Mawer Insight

Annual Letter to Clients

Excellence is a tenacious quest to be the best.  In this spirit, our Annual Letter to Clients is an effort to deliver an entertaining brand of insight on financial markets.  If the Emperor is not wearing any clothes, not only will we tell him, we'll size him up.  We hope you appreciate our candour.

Surviving the Downturn

A six-part series offering guidance for investors to navigate through challenging markets, and providing insight on how Mawer manages wealth in such times.

Mawer Rules for Success

A series of amusing, yet insightful, stories that symbolize and describe how Mawer manages wealth.

Investment Principles

Calculators

The financial planning calculators have been designed to enable you perform "what if" calculations. By manipulating different financial variables you can calculate the future value of your savings, how much money you will need in order to meet your retirement objectives, and how much money you need to plan for the future education of your children.