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?
(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.
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.
(Not) boring finds for September 2019
Our finds this month include short, helpful investing philosophies to keep in mind and on hand; a case for statistical literacy in civic life; the intriguing history of money as a means of trade; and ways to handle our behavioural biases.
Avoiding the group of death
The strength of your competition has an important bearing on your own odds of success.
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!
(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...