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Mawer Blog

Aug 27, 2014

Unassembled, No Batteries, Missing Instructions

Investing in global equity markets is more difficult than some may think. It is a bit like buying something from Ikea. The idea might be simple enough, but how do you get the item home? Who assembles it? What happens when the instructions are missing?

Aug 22, 2014

The Rarest Phrase in Investment Management

“I don’t know.”

No one wants to say it, even if it’s true, because we are expected to be experts and experts always know. Yet “I don’t know” is a far less damaging phrase than it appears.

Aug 14, 2014

3 Ways to Help Minimize Your Tax Bill

Death and taxes—two things that can't be avoided. But by understanding three key concepts concerning taxable investment income, investors can minimize their tax bill.

Aug 08, 2014

Worrying Signals for Russia's Economy

20,000 troops on the border of Ukraine and an inverted yield curve are not just noise, they are signals.

Jul 29, 2014

Skating Over the Line

Narrow rules have a cost. Although there is value in the clarity of rule, process and position, a system must also be flexible. The world often does not operate as we want it to, but when opportunities arise, we must be ready to act.

Jul 24, 2014

Language Matters

Just how important is a common language to investing? While some investors view it as the sort of soft, fluffy stuff best left to liberal arts majors, empirically—and in our experience— it is an essential feature of high performing investment teams.

Jul 22, 2014

Fraudster Alert: 10 Ways Investors Can Avoid Being Duped

In the investment world, there is no way to avoid the occasional fraud. It is simply a numbers game. The more companies you evaluate, the more likely you are to encounter one. Moreover, it is usually difficult to detect which companies are fraudulent, as companies can have duplicitous management teams and aggressive financials without necessarily breaking the law.

Jul 18, 2014

Market Overview - Q2 2014

From our latest Investment Newsletter…

Jul 10, 2014

Look for the Baby

This past week, one of my colleagues shared a learning at our weekly research meeting. Christian and his wife, Siggi, were on vacation when Siggi unfortunately dropped her iPhone into the bath. Remarkably, the iPhone survived.  The two decided it would be a good idea to back up her data.

Jul 04, 2014

Waiting in Line: The High Cost of Red Tape

Imagine you spent 4% of your life waiting in line. Given that there are 8,765 hours in a year, this would imply that you spent 350 hours each year staring at the backs of people’s heads. Over an average adult lifetime, you could spend upwards of 22,000 hours stewing impatiently. For some, including yours truly, this sounds like a particularly severe kind of torture.

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