Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

EP 71 Playing the plan Mawers global equity portfolio

Playing the plan: Mawer's global equity portfolio | EP71

CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain. ”

September 9, 2020 25 Mins
Mawers autumn reads 2020

Mawer’s autumn reads 2020

The onset of autumn means ‘tis time for some recommended reads.

September 2, 2020 3 Mins
Playing the plan Mawer emerging markets equity portfolio EP70

Playing the plan: Mawer's emerging markets equity portfolio | EP70

Building resiliency while finding opportunities in emerging markets.

August 19, 2020 21 Mins
Investment potential within the payments industry EP69

Investment potential within the payments industry | EP69

A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.

August 12, 2020 36 Mins
Playing the plan Mawers Canadian small cap portfolio EP 68

Playing the plan: Mawer’s Canadian small cap portfolio | EP68

The impacts, risks, and potential opportunities from the COVID-19 crisis fallout on the Canadian small cap universe, and why valuations are ultimately a “blunt tool. ”

July 29, 2020 22 Mins
Quarterly update Q2 2020 EP67

Quarterly update | Q2 2020 | EP67

A review of the quarter: a significant rebound in markets, the potential impacts of continuous monetary and fiscal stimulus, and deglobalization.

July 15, 2020 20 Mins
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.

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.

October 30, 2014 3 Mins
Nestle EP83

Quarterly update | Q1 2021 | EP83

One year since lockdown: CIO Paul Moroz summarizes the major market themes of the past four quarters and how it has (and hasn’t) affected our process and way of looking at the world.

March 31, 2021 32 Mins
EP82 Image

Playing the plan: Mawer’s EAFE large cap portfolio | EP82

Equity Analyst, Stanislav Lopata, shares his observations regarding the pandemic’s impacts on markets and what’s new with the portfolio.

March 24, 2021 20 Mins
GEF Playing the plan EP81 Header

Playing the plan: Mawer’s global equity portfolio | EP81

Deputy CIO Christian Deckart discusses market performance in a “story of three quarters” and some new holdings we added to the portfolio.

February 24, 2021 20 Mins
Post mortem Learnings from 2020 EP80

Post-mortem: Learnings from 2020 | EP80

Chief Investment Officer Paul Moroz discusses why the Research team’s post-mortem process is important, and some of their top learnings from 2020.

February 16, 2021 25 Mins
Playing the plan Mawer international equity portfolio EP79

Playing the plan: Mawer’s international equity portfolio | EP79

Lead portfolio manager, David Ragan, discusses how the portfolio did over the past year, why some companies were more resilient than others, and what makes skepticism a competitive advantage.

January 27, 2021 28 Mins
Quarterly update Q4 2020 EP78

Quarterly update | Q4 2020 | EP78

A look back on the major investment themes of 2020, and a look ahead at some of the risks and opportunities on our radar.

January 20, 2021 21 Mins
Holiday Special Mawers Annual Poem EP77

Holiday Special: Mawer's Annual Poem | EP77

Our three hosts narrate Mawer's timely variation of "'Twas the week before Christmas"—an annual review of the year. Stay for the bloopers!

December 18, 2020 5 Mins

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