(Not) boring finds for January 2019
This month, we raised our eyebrows at a visualization of global government debt, wondered about how much information in investing is too much, and agreed that sticking to a long-term strategy can help both investors and companies outperform over time.
India observations | Paul Moroz | EP01
Features the investment insights of Mawer’s Deputy Chief Investment Officer, Paul Moroz, from his research trip to India.
Not everybody does it, but for long-term investors, the edge scuttlebutt provides is worth the time and effort.
(Not) boring finds for April 2017
These are just some of the articles, insights, and ideas percolating amongst our team. Are the topics always about investing? Not necessarily. Do they appeal to our collective sense of curiosity as investors in a complex and fascinating world? Absolutely.
Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.
Where in the world is our research team?
Equity Analyst, Siying Li, reports back on her two week trip to Taiwan.
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