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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...

December 30, 2014 3 Mins
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'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
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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
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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
Infinity symbol

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?

November 13, 2019 4 Mins
Not boring finds for October 2019

(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.

October 30, 2019 2 Mins
Columbia Business School interviews Paul Moroz CIO

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.

October 23, 2019 34 Mins
Not boring finds for September 2019

(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.

September 25, 2019 2 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
Technical debt EP48

Technical debt | EP48

This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.

November 20, 2019 33 Mins
Playing the plan mawer emerging markets equity portfolio EP48

Playing the plan: Mawer’s emerging markets equity portfolio | EP47

Lead portfolio manager, Peter Lampert, discusses the current environment for emerging markets and what opportunities and challenges we’re seeing for the portfolio.

November 6, 2019 24 Mins
Sustainable Development Goals What they are and how Canada measures up EP46

Sustainable Development Goals: What they are and how Canada measures up | EP46

Vice President of the Community Foundations of Canada, JP Bervoets, explains the UN’s sustainable development goals—and how individuals and corporations can get on board to make a difference.

October 16, 2019 21 Mins
Quarterly update 3Q 2019 EP45

Quarterly update | 3Q 2019 | EP45

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

October 13, 2019 15 Mins
Plaing the plan GSC portfolio EP44

Playing the plan: Mawer’s global small cap portfolio | EP44

Equity analyst, John Wilson, shares how the team approaches separating signal from noise, why defensive business models make for a resilient portfolio, and the advantages of a "cookie-cutter" growth runway.

October 2, 2019 22 Mins
Playing the plan mawer us equity EP43

Playing the plan: Mawer’s U.S. equity portfolio | EP43

U.S. equity co-manager, Colin Wong, discusses the big picture backdrop (interest rates, U.S.-China trade war) and then dives deep into the investment thesis behind Microsoft, and A.O. Smith.

September 4, 2019 43 Mins

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Playing the plan: Mawer’s Canadian equity portfolio | EP49

Investing: The infinite game

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