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Mawer Blog

Sep 17, 2014

Where's the Trust? A Surprising Truth about Canadian Fiduciary Standards

Many people may be surprised to learn that a best interest standard does not apply across-the-board to Canadian firms and individuals offering financial advice.

Sep 11, 2014

Can You Resist the Marshmallow? The Relationship between Self-Discipline and Success

So self-discipline is hard and at least two thirds of us are probably not very good at it. Does that mean we allow ourselves to be dictated by our impulses? No. If our physiology makes it difficult to have self-control, then the answer is to figure out ways to manage it. We must train our self-discipline muscle.

Sep 04, 2014

You Don't Fool Me: Concrete Ways to Avoid the Next Bernie Madoff

How can you avoid being the victim of investment fraud? There are some tangible steps you can take.

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.

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