Process before proceeds

Process before proceeds

In theory, investors should improve at least linearly over time as they make and learn from errors. But in practice, there seems to be little evidence of this (only few active managers beat the market over longer time periods).

June 12, 2018 3 Mins
Italian moves

Italian moves

Italy has been the source of drama in recent weeks, and it hasn’t all been about men racing bicycles in spandex.

June 4, 2018 5 Mins
Not boring finds May 30

(Not) boring finds for this week – May 30, 2018

On the docket this week is an in-depth study of the effects of high household debt; the harrowing developments in data mining for surveillance; a surprising perspective on Bangladesh’s economic state; and a podcast aimed to help you with better decision-making.

May 30, 2018 2 Mins
The top 15 macro questions to ask before investing in a country

The top 15 macro questions to ask before investing in a country

These 15 questions are by no means exhaustive—they are not intended to be—but they serve as a helpful checklist for the main structural factors to consider when assessing a country’s macroeconomic backdrop.

May 16, 2018 12 Mins
Certified fresh lessons from machine learning

“Certified fresh” lessons from machine learning

Humans and machines have different strengths and weaknesses, and on our team, we tend to see the foreseeable future as a world in which the two work side-by-side.

May 2, 2018 8 Mins
Not boring finds April 18

(Not) boring finds for this week – April 18, 2018

This week we consider how far-reaching the effects of trade tariffs could be; the potential similarities between bonds and stocks; why software businesses can be great investments; and, how much narratives can shape investing.

April 18, 2018 2 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
Trader talks EP27

Trader talk | EP27

Equity traders Merv Mendes and Peter Dmytruk discuss the evolution of the trading desk at Mawer, the difference between quantitative and qualitative data, and the value of relationship building.

January 23, 2019 32 Mins
V2 Quarterly update Q4 2018 EP26

Quarterly update | 4Q 2018 | EP26

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

January 14, 2019 21 Mins
Brick by brick constructing a resilient global balanced portfolio starts from the bottom up EP25

Brick by brick—constructing a resilient global balanced portfolio starts from the bottom up | EP25

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment.

January 9, 2019 19 Mins

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