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Mawer Blog

Jan 22, 2015

A World Without OPEC

After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer.” This is a big deal if it occurs, as it would mean the OPEC we used to know is dead. It would also likely mean greater volatility in oil markets and geopolitical change.

Jan 20, 2015

Market Overview - Q4 2014

From our latest Investment Newsletter…

Jan 13, 2015

5 Great Lessons from Distressed Debt Guys

Five favourite aphorisms from a witty distressed debt investor.

Jan 09, 2015

Mawer’s Top 10 Book Recommendations for 2015

Every year, our team pulls together a list of books that most influenced our thinking in the previous year. It is not an easy task, given the extent of the team’s reading. After much debate, here are the top ten books we’ve chosen for this year. Not all the recommendations are new books or relate to investing, but each one provided the reader with valuable insight. We hope they may provide you with the same. Happy New Year!

Dec 30, 2014

A Wish for More Inclusive Prosperity as we Move Forward

In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and instead, focus on a long term positive investment trend as we look towards 2015.

Dec 23, 2014

'Twas the Day Before Christmas

‘Twas the day before Christmas,
So we’ll take our cue,
To provide our blog readers,
With a year in review.

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.

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