Rising Debt and its Potential Consequences: Canada’s New Normal?
We need to understand where we are in the debt super cycle to inform our investment decision making.
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Aftermath
While the election results have not destabilized markets—a good thing—it is nevertheless a meaningful event for investors.
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Dead brush
Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.
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Decision making in an uncertain world
Heading into the U.S. election, investors can help put the odds in their favour by knowing what they don’t know.
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Out of air
Effective risk management relies on one’s nerves being steady—and the answer is to practice.
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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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Why executive compensation matters to investors
As investors, how can we ensure that the actions of executives are aligned with the interests of shareholders?
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Model trains
The Unsexy, boring, yet highly effective business model of the rail industry
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Highly social science with Beakerhead
Science and engineering meet art on display.
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Postcards from Singapore
This is the first post in our Postcard from Singapore series with Mawer Chief Investment Officer, Paul Moroz, about his initial impressions and thoughts on relocating from Calgary to Singapore.
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Memento mori
In life, there is much to be gained by remembering we will die.
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Judging history
It’s easy to look back on historical events and claim that we would’ve known better or done things differently. But more often than not, we’re just kidding ourselves.
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Drawing the negative space
Drawing the negative space is also a useful mental model in investing. In this case, the mental model is used as a way of approaching a problem from a new angle.
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Aftermath
While the election results have not destabilized markets—a good thing—it is nevertheless a meaningful event for investors.
November 9, 2016
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Dead brush
Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.
November 7, 2016
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Decision making in an uncertain world
Heading into the U.S. election, investors can help put the odds in their favour by knowing what they don’t know.
November 2, 2016
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Out of air
Effective risk management relies on one’s nerves being steady—and the answer is to practice.
October 26, 2016
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Where in the world is our research team?
Equity Analyst, Siying Li, reports back on her two week trip to Taiwan.
October 19, 2016
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Why executive compensation matters to investors
As investors, how can we ensure that the actions of executives are aligned with the interests of shareholders?
October 5, 2016
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Model trains
The Unsexy, boring, yet highly effective business model of the rail industry
September 21, 2016
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Highly social science with Beakerhead
Science and engineering meet art on display.
September 13, 2016
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Postcards from Singapore
This is the first post in our Postcard from Singapore series with Mawer Chief Investment Officer, Paul Moroz, about his initial impressions and thoughts on relocating from Calgary to Singapore.
August 24, 2016
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Memento mori
In life, there is much to be gained by remembering we will die.
August 18, 2016
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Judging history
It’s easy to look back on historical events and claim that we would’ve known better or done things differently. But more often than not, we’re just kidding ourselves.
August 10, 2016
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Drawing the negative space
Drawing the negative space is also a useful mental model in investing. In this case, the mental model is used as a way of approaching a problem from a new angle.
July 28, 2016
