Avoiding the group of death
The strength of your competition has an important bearing on your own odds of success.
Mawer's autumn reads 2019
We thought we’d channel some of that “back to school” enthusiasm and provide a few recommended reads. (Why should kids have all the fun?!) Each selection was hand-picked from our Research team. Happy reading everyone!
(Not) boring finds for August 2019
On the docket this August is another memo from Howard Marks; a guide on the recent yield curve inversion; Jim O’Shaughnessy on the challenges but potential upsides of active investing; and the reminder that investors have more of a time...
Storytelling is for bedtime: How we produce evidence-based research
We believe that clear communication of ideas and analysis contributes to sound decision-making.
(Not) boring finds for July 2019
Piquing our interest this month: why companies seem to be undervalued in Japan; what to do in a falling stock market; how chess computers have developed over time; and some investing wisdom from Wall Street personal finance columnist, Jason Zweig.
Mawer’s 2019 summer reads
Given the extent of voracious readers we have here at Mawer, pulling together a recommended reads post is no easy task!
(Not) boring finds for June 2019
This month we learned that broader lessons from history have more leverage; how the shifts over time in the intangible tech economy are impacting businesses and consumers; that AIs are getting more lifelike and creative; and that it’s important to...