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.
A wish for more inclusive prosperity as we move forward
In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and...
'Twas the day before Christmas
‘Twas the day before Christmas, so we’ll take our cue, to provide our blog readers, with a year in review.
Thrill ride or smooth path?
In investing, it is also alluring to dive right in and try a stock picking approach that seems to work well for others.