(Not) boring finds for January 2019

January 30, 2019 | Mawer Print

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. – Visualizing the state of government debt around the world

Spoiler alert: it’s a lot of debt.

Behavioural Investment – Can more information lead to worse investment decisions?

Why less may be more when collating information for a research report.

New York Times (The Upshot) – What should you do about a falling stock market? Nothing.

It’s important to have a good understanding of your risk tolerance. “If an 18 percent drop in stocks is enough to cause you to change your entire investment strategy, that money shouldn’t have been in stocks to begin with.”

Capital Allocators podcast – Sarah Williamson – Focusing capital on the long-term (52 min)

An engaging conversation with Sarah Williamson, CEO of FCLTGlobal. Williamson covers a range of topics including: her view on active and passive investing; how the industry has changed; and, why long-term companies tend to outperform “in terms of revenue, profitability, share appreciation, job creation” but can be hampered in their efforts by the pressure to respond to quarterly guidance.


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