Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

mawers autumn reads 2019

Mawer's autumn reads 2019

We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!

September 11, 2019 3 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
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
making a difference impact investing EP42

Making a difference: Impact investing | EP42

Calgary Foundation Board and Impact Investing Committee Chair, Bob Gibson, and Director, Investments, Lauren Frosst, discuss the Foundation’s definition of impact investing, why the foundation became involved, and how they got started.

August 21, 2019 46 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
Playing the plan Mawers international equity portfolio EP41

Playing the plan: Mawer’s international equity portfolio | EP41

Lead portfolio manager, David Ragan, discusses some big picture risks (Brexit and U.S.-China trade wars) and then dives deep into the investment thesis behind LVMH and Bunzl.

August 7, 2019 23 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

Technical debt

Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.

June 5, 2019 13 Mins
Not boring finds for May 2019

(Not) boring finds for May 2019

The need to check and recheck your numbers, a bull market for baby teeth, the lures of personal finance personalities, and how Instagram is becoming the new mall…it was an interesting month.

May 30, 2019 2 Mins
Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins
Quarterly update Q4 2019 EP50

Quarterly update | Q4 2019 | EP50

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

January 15, 2020 19 Mins
Playing the plan Mawer Canadian equity portfolio EP49

Playing the plan: Mawer’s Canadian equity portfolio | EP49

Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.

December 4, 2019 27 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

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