Discussion Papers

Our investment professionals provide in-depth articles on a variety of current investment themes.

The Great Debate: A Case for Active Management | Joanna Crozier | July 2013

With passive investing on the rise, should Mawer just pack it in and close its doors? Absolutely not.

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Canada's Crude Awakening | Ed Ylagan | Apr 2013

North America's surging oil & gas supply; The technology that's leading to greater output; The transportation challenge.

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The U.S. Debt Dilemma | Jamie Hyndman, CFA | Oct 2012

In Theory; The Size of the U.S. Debt; The History; Options

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Business Matters | Jeff Mo, CFA | June 2012

Stocks or Businesses; The Core of a Good Business; The Output

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China: Thoughts from the Silk Road | Peter Lampert, CFA | Mar 2012

Miracle or Disaster?; Cranes and Handbags; Bubbles and Riots; A Rising Tide Lifts All Boats

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The Long and the Short of Diversification in Equity Markets | Gavin Preston, CFA | Oct 2011

Gimmie Shelter! Does diversification work in market corrections?; Historically Speaking: Does it work over the long-term?

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Inflation: The Influence of Inflation on Equity Returns | Gavin Preston, CFA | May 2011

The Basics; is inflation bad for equity returns; developed market stock returns vs. inflation rates; what is a good inflation hedge; developing market stocks vs. inflation rates; is deflation bad for equity returns

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