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.
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.