Not boring finds Mar 7

(Not) boring finds for this week – March 7, 2018

This week we considered the argument that leaders that take risks should have something to lose; revisited market swing psychology; scheduled time to think; and discovered the motivational poster business may still be hanging in there!

March 7, 2018 2 Mins
India Observations

India observations | Paul Moroz | EP01

Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.

February 27, 2018 33 Mins
Not boring finds February 21

(Not) boring finds for this week – February 21, 2018

Bloomberg shows us past startling sell-offs; Norway’s sovereign wealth fund votes against executive pay at Alphabet; Amazon wades into health care waters; and the U.S. craft beer industry is brewing economic success.

February 21, 2018 1 Mins
Enduring themes for volatile times

Enduring themes for volatile times

While investor apprehension in this environment is understandable, volatility in markets is both normal and expected. Looking back through our Art of Boring archive, we were struck by the enduring relevance of not letting fear guide investor decision-making during jittery times.

February 14, 2018 2 Mins
Not boring finds February 7

(Not) boring finds for this week – February 7, 2018

Customer satisfaction at the push of a button; an alternative perspective on the current bull market; Mr. Modi at the World Economic Forum; more on fuel efficiency; and some epic photos of Mars.

February 7, 2018 2 Mins
Beyond barriers to entry

Beyond barriers to entry: The advantage of barriers to capacity expansion

There is arguably another, more robust means of competitive advantage: that of barriers to capacity expansion. And this factors into one of the two main reasons behind limiting our exposure to the utility space.

January 31, 2018 5 Mins
Process before proceeds

Process before proceeds

In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).

June 12, 2018 3 Mins
Italian moves

Italian moves

Italy has been the source of drama in recent weeks, and it hasn’t all been about men racing bicycles in spandex.

June 4, 2018 5 Mins
Not boring finds May 30

(Not) boring finds for this week – May 30, 2018

On the docket this week is an in-depth study of the effects of high household debt; the harrowing developments in data mining for surveillance; a surprising perspective on Bangladesh’s economic state; and a podcast aimed to help you with better decision-making.

May 30, 2018 2 Mins
The top 15 macro questions to ask before investing in a country

The top 15 macro questions to ask before investing in a country

These 15 questions are by no means exhaustive—they are not intended to be—but they serve as a helpful checklist for the main structural factors to consider when assessing a country’s macroeconomic backdrop.

May 16, 2018 12 Mins
Certified fresh lessons from machine learning

“Certified fresh” lessons from machine learning

Humans and machines have different strengths and weaknesses, and on our team, we tend to see the foreseeable future as a world in which the two work side-by-side.

May 2, 2018 8 Mins
Not boring finds April 18

(Not) boring finds for this week – April 18, 2018

This week we consider how far-reaching the effects of trade tariffs could be; the potential similarities between bonds and stocks; why software businesses can be great investments; and, how much narratives can shape investing.

April 18, 2018 2 Mins
Scuttlebutt and its dramatic effect on long term investing

Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10

John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.

July 4, 2018 19 Mins
Underweight Our take on Japan

Underweight: Our take on Japan | David Ragan | EP09

David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.

June 20, 2018 21 Mins
Getting in alignment Why investors need to pay attention to executive compensation

Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08

Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.

June 6, 2018 35 Mins
Playing the plan Mawers equity philosophy in action

Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07

Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top...

May 23, 2018 35 Mins
The competitive advantage of high performing teams

The competitive advantage of high performing teams | Vijay Viswanathan | EP06

Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.

May 9, 2018 32 Mins
Supersize me Province of Alberta goes large and issues first time benchmark euro denominated bond

Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05

James Redpath (JR), Mawer fixed Income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.

April 25, 2018 15 Mins

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