Individual Investors
Institutions
  • Documents
  • Careers
  • FAQ
  • Account Login
  • Mawer
  • Account login
  • Funds
    • Explore Funds
      • Explore Funds
      • Equity Funds
        • Mawer International Equity Fund
        • Mawer U.S. Equity Fund
        • Mawer U.S. Mid Cap Equity Fund
        • Mawer Global Equity Fund
        • Mawer Global Small Cap Fund
        • Mawer Emerging Markets Equity Fund
        • Mawer EAFE Large Cap Fund
        • Mawer Canadian Equity Fund
        • Mawer New Canada Fund (CLOSED)
      • Balanced Funds
        • Mawer Global Balanced Fund
        • Mawer Balanced Fund
        • Mawer Tax Effective Balanced Fund
      • Income Funds
        • Mawer Canadian Bond Fund
        • Mawer Canadian Money Market Fund
      • Explore Funds
      • Equity Funds
        Mawer International Equity Fund Mawer U.S. Equity Fund Mawer U.S. Mid Cap Equity Fund Mawer Global Equity Fund Mawer Global Small Cap Fund
        Mawer Emerging Markets Equity Fund Mawer EAFE Large Cap Fund Mawer Canadian Equity Fund Mawer New Canada Fund (CLOSED)
      • Balanced Funds
        Mawer Global Balanced Fund Mawer Balanced Fund
        Mawer Tax Effective Balanced Fund
      • Income Funds
        Mawer Canadian Bond Fund
        Mawer Canadian Money Market Fund
    • Daily Prices
    • Performance
    • Distributions
  • Individuals
  • Institutions
    • Institutional Investors
      • flags Canada
      • flags 1 U.S.
    • Family Offices
  • The Art of Boring
  • Resources
    • Mawer Quarterly
    • Investor Education
    • Portfolio Builder
    • Retirement Calculator
    • Insight Webcasts
  • About
    • Our Story
    • Investment Approach
    • Community Giving
    • Team
    • News
  • Contact Us
  • Documents
  • FAQ
  • Careers
  • flags Canada
  • flags 1 U.S.

The Art of Boring™

All Articles

Tag "commodities"

  • EP110_IMG.png

    Playing the plan: Mawer’s Canadian equity portfolio | EP110

    Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.

    June 8, 2022 31 Mins
  • Strategy-beyond-scale-in-commoditized-industries.jpeg

    Strategy beyond scale in commoditized industries

    We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.

    May 15, 2019
  • end-of-oil.jpg

    The end of oil?

    With entrepreneurs like Elon Musk pushing for a solar energy future and electric cars on the horizon, many are seriously questioning oil’s dominance. Are we finally moving into a post-oil age?

    November 15, 2017
  • Not-Boring-Links-v19.jpg

    (Not) boring finds for June 2015

    Our team comes across hundreds of weird and wonderful reads in our daily research. Below are the handful that stood out for us this month.

    June 4, 2015
  • 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. The move is akin to a large rock dropping into the investment pond: we expect ripple effects.

    December 5, 2014

Stay Curious

Subscribe to receive our latest insights and quarterly updates.

Please wait while we submit the form.

Thank you for signing up! Please check your email to confirm your subscription. You can unsubscribe at any time.

Please enter a valid email address


Popular Posts

  • Europe, Energy, ESG: Observations from the road | EP126
  • Inflation’s One-Two Punch
  • The art of discount rates | EP122
  • Beware the linearity bias

Categories

  • (Not) Boring Links
  • Business Models
  • Investment Approach
  • Mental Models
  • Risk
  • Funds

    • Explore Funds
    • Daily Prices
    • Performance
  • Invest

    • Individuals
    • Family Offices
    • Institutional Investors
      • Canada
      • U.S.
  • Insights

    • The Art of Boring
    • Mawer Quarterly
  • About Mawer

    • Our Story
    • Investment Approach
    • Careers
  • Calgary Office

    Mawer Investment Management Ltd.
    Centre 10
    517 – 10th Avenue SW, Suite 600
    Calgary, Alberta T2R 0A8

  • Toronto Office

    Mawer Investment Management Ltd.
    79 Wellington Street West
    TD South Tower, Suite 3410, Box 276
    Toronto, ON M5K 1J5

  • Singapore Office

    Mawer Investment Management Singapore Pte. Ltd.
    150 Beach Road
    #25-05 Gateway West
    Singapore, 189720

    • Follow Us: LinkedIn Twitter Facebook YouTube
    Email:

    info@mawer.com

    Phone Toll Free:

    +1 (800) 889-6248

Copyright © 2023 Mawer. All rights reserved.

|
Legal Accessibility

The art of boring™ The art of boring - illustration

Stay curious!

Subscribe to receive our latest insights and quarterly updates.

Please enter a valid email address

Thank you for signing up!

Please check your email to confirm your subscription. You can unsubscribe at any time.

Attention!

You are now leaving mawer.com. If you do not wish to continue, please close this window.

Continue >
×