Not boring finds November 2019

(Not) boring finds for November 2019

This month, we learned how the 7 most common plots in storytelling can help investors; why analyzing historical returns usually needs more context; the case for “narrative economics”; and a look at the first map of America’s food supply chain.

November 27, 2019 2 Mins
Technical debt EP48

Technical debt | EP48

This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.

November 20, 2019 33 Mins
Infinity symbol

Investing: The infinite game

Investing is a fitting example of an infinite game. Why is it that some players last longer in this game than others?

November 13, 2019 4 Mins
Playing the plan mawer emerging markets equity portfolio EP48

Playing the plan: Mawer’s emerging markets equity portfolio | EP47

Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.

November 6, 2019 24 Mins
Not boring finds for October 2019

(Not) boring finds for October 2019

This month’s finds include a think-piece on the rise of negative interest rates; a spotlight on Shopify’s origins; what WeWork demonstrates about private vs. public markets for tech stocks; and a look into how humanity’s obsession with gambling has influenced mathematics.

October 30, 2019 2 Mins
Columbia Business School interviews Paul Moroz CIO

Columbia Business School interviews Mawer CIO

CIO Paul Moroz was interviewed by Columbia's Business School about how he got into investing, his experiences, and more.

October 23, 2019 34 Mins
Not boring finds for august 2019

(Not) boring finds for August 2019

On the docket this August is another memo from Howard Marks; a guide on the recent yield curve inversion; Jim O’Shaughnessy on the challenges but potential upsides of active investing; and the reminder that investors have more of a time...

August 28, 2019 2 Mins
Story telling is for bedtime

Storytelling is for bedtime: How we produce evidence-based research

We believe that clear communication of ideas and analysis contributes to sound decision-making.

August 14, 2019 5 Mins
Not boring finds for July 2019

(Not) boring finds for July 2019

Piquing our interest this month: why companies seem to be undervalued in Japan; what to do in a falling stock market; how chess computers have developed over time; and some investing wisdom from Wall Street personal finance columnist, Jason Zweig.

July 31, 2019 2 Mins
mawers summer reads 2019

Mawer’s 2019 summer reads

Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!

July 3, 2019 3 Mins
Not boring finds for June 2019

(Not) boring finds for June 2019

This month we learned that broader lessons from history have more leverage; how the shifts over time in the intangible tech economy are impacting businesses and consumers; that AIs are getting more lifelike and creative; and that it’s important to...

June 26, 2019 1 Mins
A fish doesnt know its surrounded by water

A fish doesn’t know it’s surrounded by water: The importance of investing globally

We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.

June 19, 2019 5 Mins
Technical debt EP48

Technical debt | EP48

This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.

November 20, 2019 33 Mins
Playing the plan mawer emerging markets equity portfolio EP48

Playing the plan: Mawer’s emerging markets equity portfolio | EP47

Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.

November 6, 2019 24 Mins
Sustainable Development Goals What they are and how Canada measures up EP46

Sustainable Development Goals: What they are and how Canada measures up | EP46

Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on board to make a difference.

October 16, 2019 21 Mins
Quarterly update 3Q 2019 EP45

Quarterly update | 3Q 2019 | EP45

Featuring insights from the second quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

October 13, 2019 15 Mins
Plaing the plan GSC portfolio EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.

October 2, 2019 22 Mins
Playing the plan mawer us equity EP43

Playing the plan: Mawer’s U.S. equity portfolio | EP43

U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, and A.O. Smith.

September 4, 2019 43 Mins

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Technical debt | EP48

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