Not boring finds January 24

(Not) boring finds for this week – January 24, 2018

How the laws of biology and financial ecosystems relate; digital tech takes way longer than we think to become mainstream; humans are creative at forecasting the future; and China is going cashless.

January 24, 2018 2 Mins
China in focus

China in focus

Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand.

January 11, 2018 14 Mins
Not boring finds for January 3 2018

(Not) boring finds for this week – January 3, 2018

To kick off the new year we’ve started with some duly needed market apprehension from Howard Marks; a searing look into big tech; a more nuanced understanding of what motivates Russia; and were reminded how in this new era of...

January 3, 2018 2 Mins
Not boring finds for 2017

(Not) boring finds for 2017

Below are some of our favourite links from the year—from the inescapability of bias, to cracking cryptocurrencies, pondering the man vs. machine debate, and learning the art of asset allocation—we think it's a good gamut to send off 2017.

December 27, 2017 4 Mins
Twas the week before Christmas 2017

'Twas the week before Christmas...

‘Twas the week before Christmas And we’re again filled with cheer To provide our blog readers A review of the year:

December 20, 2017 2 Mins
India finding the long investment runways

India in flight: Finding the long investment runways

How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India,...

December 15, 2017 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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