Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
Beware the camel in the tent
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels.
A world without OPEC
After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer.”
5 great lessons from distressed debt guys
My colleague James spent time with some distressed debt investors last week. Now, as a bond investor, James is already less positive and more cynical than the stereotypical equity manager.
Mawer's top 10 book recommendations for 2015
Every year, our team pulls together a list of books that most influenced our thinking in the previous year. It is not an easy task, given the extent of the team’s reading.