Oligarchs-Despots-and-Soccer-Moms-Reflections-on-the-price-of-oil-Part-II.jpg

Oligarchs, despots, and soccer moms: Reflections on the price of oil (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.

December 11, 2014 8 Mins
Dont-Try-to-catch-a-Falling-Knife-Reflections-on-the-current-price-of-oil-Part-1.jpg

Don't try to catch a falling knife: Reflections on the current price of oil (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.

December 5, 2014 5 Mins
Lesson-Of-1909.jpg

Lesson of 1909

Last week was a productive one for diplomats. Not only did the U.S. and China sign a landmark climate change accord, the two mega-powers also established military guidelines to govern the contested waters off China and agreed to reduce technology tariffs.

November 19, 2014 3 Mins
Looking-Beyond-Borders-Why-Europe-isnt-Dead.jpg

Looking beyond borders: Why Europe isn't dead

I recently had a discussion with a client that had just returned from a European vacation. He shared stories about the interesting food, culture, and architecture. But he also offered a warning…

October 30, 2014 3 Mins
Frogs-in-the-Pot.jpg

Frogs in the pot

A few weeks ago I attended a lunch with Jean-Claude Trichet. As one might expect from the former head of the European Central Bank, Trichet spoke at length on the economy, quantitative easing and monetary policy.

October 10, 2014 6 Mins
What-We-Know-from-Marshmallows-The-Relationship-between-Self-Discipline-and-Success.jpg

What we know from marshmallows: The relationship between self-discipline and success

In 1968, researchers from Stanford University stuck a marshmallow in front of a four year old girl and gave her a choice: eat the marshmallow now or wait 15 minutes and receive TWO marshmallows.

September 11, 2014 9 Mins
Not boring finds for March 2019

(Not) boring finds for March 2019

Our finds this month include insights into the future of ecommerce, why investing in good service can bolster a business model, Howard Marks on what an investor needs to succeed, and a nudge to laugh a bit more in the office.

March 27, 2019 2 Mins
Every BEEP matters

Every BEEP matters

We focus on best execution (avoiding the steamroller), but also try not to lose sight of the knowledge that a penny lost might be worth dollars of return should our investment thesis be correct.

March 20, 2019 6 Mins
Not boring finds for February 2019

(Not) boring finds for February 2019

Our finds this month include a case for “Peak Investment Industry”; the surprisingly old history of modern ETFs; Jeff Bezos on the importance of being customer-focused; and the incredible advancements in augmented reality—imagine watching a full scale whale swim by...

March 1, 2019 1 Mins
Why culture is important to risk management

Why culture is important to risk management

One of the most important elements of our risk management framework is our decision-making environment. We spend a lot of time focusing on our team culture because it’s the foundation on which better investment decisions are made.

February 27, 2019 4 Mins
Whats love got to do with it investing

What’s love got to do with it? (Investing)

Leave it to the “boring” folks at Mawer to turn an idea about love into a blog about investing.

February 12, 2019 10 Mins
Not boring finds January 2019

(Not) boring finds for January 2019

This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.

January 30, 2019 2 Mins
Playing the plan Mawer Canadian equity portfolio EP32

Playing the plan: Mawer’s Canadian equity portfolio | EP32

Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, the problem with investing in natural gas and gold, and the amount of foreign exposure in the portfolio.

April 3, 2019 40 Mins
Decentralized structures a competitive advantage EP31 2

Decentralized structures: a competitive advantage | EP31

Equity analyst John Wilson discusses how decentralized organizations can maintain agility and operational excellence as a defense to the negative aspects of change.

March 13, 2019 25 Mins
Playing the plan Mawer emerging markets equity portfolio EP30

Playing the plan: Mawer's emerging markets equity portfolio | EP30

Lead portfolio manager, Peter Lampert, discusses the current environment for the emerging markets equity portfolio.

March 6, 2019 18 Mins
Good travels The many business models found in the travel industry EP29

Good travels: The many business models found in the travel industry | EP29

On this episode, institutional portfolio manager, Rob Campbell, explores a few different types of business models in the travel industry and their respective risks and competitive advantages.

February 20, 2019 24 Mins
Defining intrinsic value in a stochastic world EP28

Defining intrinsic value in a stochastic world | EP28

Equity analyst, Justin Anderson, walks us through the definition of intrinsic value, how we model it, and some of the ways it might be influenced by technology now and in the future.

February 6, 2019 26 Mins
Trader talks EP27

Trader talk | EP27

Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.

January 23, 2019 32 Mins

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