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The Art of Boring

Tag "signal"

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
Trader talks EP39

Trader talk: Every BEEP matters | EP39

Equity trader, Jeff Wilson, delves into the in-house “B-E-E-P” framework the trading team has built: Best Execution, Education, and Process.

July 17, 2019 33 Mins
Bayes for days

Bayes for days: What to do with signal

We need to ask: what is the best way to deal with new information? Fortunately, there is a tool that can help us with this problem: Bayes’ Theorem.

June 21, 2017 15 Mins
An-Imperfect-Signal.jpg

An imperfect signal

Bondholders have been on quite the ride in the last few months.

June 15, 2015 5 Mins

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Popular Posts

Post-mortem: Learnings from 2020 | EP80

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

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