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
Not boring finds for June 2019

(Not) boring finds for June 2019

This month we learned that broader lessons from history have more leverage; how the shifts over time in the intangible tech economy are impacting businesses and consumers; that AIs are getting more lifelike and creative; and that it’s important to...

June 26, 2019 1 Mins
A fish doesnt know its surrounded by water

A fish doesn’t know it’s surrounded by water: The importance of investing globally

We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.

June 19, 2019 5 Mins
Playing the plan Mawer global equity portfolio EP37

Playing the plan: Mawer’s global equity portfolio | EP37

Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.

June 12, 2019 15 Mins
Technical debt

Technical debt

Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.

June 5, 2019 13 Mins
Not boring finds for May 2019

(Not) boring finds for May 2019

The need to check and recheck your numbers, a bull market for baby teeth, the lures of personal finance personalities, and how Instagram is becoming the new mall…it was an interesting month.

May 30, 2019 2 Mins
Zero-To-24-Hours-Part-I.jpg

Zero to 24 hours

“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up ...

February 19, 2015 9 Mins
Know-What-You-Dont-Know.jpg

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.

February 10, 2015 3 Mins
Escalated-Danger-Rating.jpg

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. Recently, we have noticed many signals that leave us concerned that we could be headed towards...

February 5, 2015 4 Mins
Beware-the-Camel-in-the-Tent.jpg

Beware the camel in the tent

Our Director of Research, Vijay Viswanathan, was six years old when his grandfather visited him from India. A loud and animated man whose hands waved when he spoke, Thatha (“grandfather” in Tamil) was a prodigious storyteller.

January 28, 2015 21 Mins
A-World-Without-OPEC.jpg

A world without OPEC

When my siblings and I were young, my parents often took us on long road trips throughout Canada. Five kids would pile into a beat-up blue van and we’d hit the road, making a quick stop at the closest gas...

January 22, 2015 7 Mins
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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.

January 13, 2015 6 Mins
Playing the plan Mawer global equity portfolio EP37

Playing the plan: Mawer’s global equity portfolio | EP37

Deputy CIO, Christian Deckart, discusses everything from big picture risks to company specifics on this global equity portfolio episode.

June 12, 2019 15 Mins
Mawer Insight Q and A with CIO EP36

Mawer Insight: Q&A with CIO | EP36

CIO, Paul Moroz, answers clients’ questions about the current economic environment and how Mawer is positioning its portfolios.

May 29, 2019 35 Mins
Deep dive The U.S. healthcare industry EP35

Deep dive: The U.S. healthcare industry | EP35

Equity analyst and previous biomedical researcher, Amit Shah, discusses the healthcare industry in the U.S.

May 22, 2019 19 Mins
Playing the plan Mawer Canadian small cap portfolio EP34

Playing the plan: Mawer’s Canadian small cap portfolio | EP34

Lead manager Jeff Mo discusses the psychology that drove the Canadian economy over the past 6 months, the correlation between Canadian and emerging markets equities, and what a holding “meeting our expectations” means at Mawer.

May 8, 2019 25 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

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Mawer’s 2019 summer reads

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A fish doesn’t know it’s surrounded by water: The importance of investing globally

Technical debt


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