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.

Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins
Quarterly update Q4 2019 EP50

Quarterly update | Q4 2019 | EP50

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

January 15, 2020 19 Mins
Not boring finds for 2019

(Not) boring finds for 2019

As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.

December 30, 2019 4 Mins
Twas the week before Christmas 2019

‘Twas the week before Christmas

‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.

December 18, 2019 2 Mins
Playing the plan Mawer Canadian equity portfolio EP49

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

Director of Research and Canadian equity lead manager, Vijay Viswanathan[about/people/vijay-viswanathan/?stage=Stage], discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.

December 4, 2019 27 Mins
Not boring finds November 2019

(Not) boring finds for November 2019

This month, we learned how the 7 most common plots in storytelling can help investors; why analyzing historical returns usually needs more context; the case for “narrative economics”; and a look at the first map of America’s food supply chain.

November 27, 2019 2 Mins
Market Update

Mawer Market Update—March 20, 2020

Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.

March 20, 2020 3 Mins
Market Update

Market Update – March 13, 2020

Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.

March 13, 2020 4 Mins
Market Update

Market Update – March 10, 2020

Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.

March 10, 2020 3 Mins
Not boring finds for February 2020

(Not) boring finds for February 2020

Why, in investing, it is better to ‘avoid the zeros’; what 700 years of falling interest rates looks like; how mathematics can be a study in wonder (i. e. , fun); and the way spices spurred on empires.

February 26, 2020 1 Mins
Nuts and bolts

Why capital allocation is critical to investor success

One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams

February 19, 2020 5 Mins
Not boring finds for January 2020

(Not) boring finds for January 2020

We close the first month of 2020 by considering the WEF’s list of the top global economic risks (sorted by likelihood and potential extent of impact), Howard Mark’s framework for assessing investment decisions (game theory makes an appearance), what Houdini...

January 29, 2020 2 Mins

Stay Curious

Subscribe to receive our latest insights and quarterly updates.


Popular Posts

What the FAANG is going on? | EP62

Playing the plan: Mawer’s global small cap portfolio | EP63

The reverse roadshow | EP54

Columbia Business School interviews Mawer CIO


Categories

(Not) Boring Links

Business Models

Investment Approach

Mental Models

Risk

Stay curious

Subscribe to receive our latest insights and quarterly updates.