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Mawer Blog

Dec 18, 2014

Thrill Ride or Smooth Path?

The bottom line in the investment marathon is that we prefer to arrive at our destination safely.

Dec 11, 2014

Oligarchs, Despots and Soccer Moms (Part 2)

Last week, we weighed in on the recent drop in the price of oil. We likened the move to a rock thrown into a pond and cautioned against reaching for the falling knife. Since then, the price has dropped further, hitting a five-year low of $60. Given these developments, it’s prudent to examine the possible ripple effects and what, if any, lessons we might glean.

Dec 05, 2014

Don’t Try to Catch a Falling Knife (Part 1)

The price of oil has fallen precipitously in recent months. WTI now trades at around $67 per barrel, a far cry from the $100 level attained this past summer. The move is akin to a large rock dropping into the investment pond: we expect ripple effects.

Nov 26, 2014

Don't be a Turkey

So how do you avoid becoming a turkey? The first line of defense is to do your homework. In particular, ask a lot of questions.

Nov 19, 2014

The Lesson of 1909

Why nations can’t get along is a question for the ages. After all, the consequences of antagonistic political relations seem obvious. One needs only to look at Russia’s bleak economic outlook to see what can go wrong if you don’t play nicely on the playground. And yet what rationally “should” happen often doesn’t. In part, this is because of constraints.

Nov 06, 2014

Leadership Myths and Realities

Over the years, I have learned that many “truths” about what it takes to be an effective business leader are much closer to myth than reality.

Oct 30, 2014

Looking Beyond Borders: Why Europe Isn't Dead

If more and more investors reach the conclusion to “sell Europe” due to near-term economic challenges in the Eurozone, it may create exciting opportunities for long-term investors–particularly those that identify companies that are being unduly punished due to their postal code rather than a material deterioration in their global operations.

Oct 16, 2014

Market Overview - Q3 2014

From our latest Investment Newsletter…

Oct 10, 2014

Frogs in the Pot

If there was one truly surprising moment in Trichet’s speech it was the reaction of the participants around me. Not only did many participants accept Trichet’s message without demur, many outright supported greater quantitative easing and stimulus. It was as though this new paradigm – and all that comes with it – was a foregone conclusion. But…wasn’t this all one big experiment?

Sep 23, 2014

Removing a Hedge

Hedge funds can add diversification to a portfolio, but at what price?

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