Twas-the-Day-Before-Christmas.jpg

'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.

December 23, 2014 2 Mins
Thrill-Ride-or-Smooth-Path.jpg

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.

December 18, 2014 3 Mins
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… “The economy in Europe is dead.”

October 30, 2014 3 Mins
avoiding the group of death

Avoiding the group of death

The strength of your competition has an important bearing on your own odds of success.

September 18, 2019 5 Mins
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
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
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
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
Quarterly update Q1 2019 EP33

Quarterly update | 1Q 2019 | EP33

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

April 10, 2019 17 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

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