Art of Boring was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.

Mawer market update March 20 2020 EP56

Mawer market update March 20, 2020 | EP56

Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.A transcript of this episode is available below, modified for a more enjoyable reading experience.

March 20, 2020 22 Mins
Market Update

Mawer Market Update—March 20, 2020

Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.

March 20, 2020 3 Mins
Market Update

Market Update – March 13, 2020

Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.

March 13, 2020 4 Mins
Mawer market update March 2020 EP55

Mawer market update March 2020 | EP55

CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.

March 13, 2020 19 Mins
The reverse roadshow EP54

The reverse roadshow | EP54

Why our team locks themselves in a room for a week to speak with over 30 management teams.

March 11, 2020 37 Mins
Market Update

Market Update – March 10, 2020

Considering the significant market volatility resulting from the COVID-19 outbreak, as well as the plunge in oil prices reflecting Saudi Arabia’s decision to accelerate output, we wanted to provide you with an update on Mawer’s strategy in this challenging environment.

March 10, 2020 3 Mins
Not boring finds for June 2019

(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...

June 26, 2019 1 Mins
A fish doesnt know its surrounded by water

A fish doesn’t know it’s surrounded by water: The importance of investing globally

We have found that many Canadian investors—or any investor, for that matter—can be reluctant to diversify beyond their borders, but portfolios solely invested in Canada might as well be an egg crate on a rickety motorcycle.

June 19, 2019 5 Mins
Technical debt

Technical debt

Over the long-term, the accumulated costs of technical debt can have a financial impact on a company and its shareholders.

June 5, 2019 13 Mins
Not boring finds for May 2019

(Not) boring finds for May 2019

The need to check and recheck your numbers, a bull market for baby teeth, the lures of personal finance personalities, and how Instagram is becoming the new mall…it was an interesting month.

May 30, 2019 2 Mins
Strategy beyond scale in commoditized industries

Strategy beyond scale in commoditized industries

We believe smaller players can be competitive, profitable, and create value in commoditized and competitive markets—the crux is having an effective strategy.

May 15, 2019 7 Mins
Not boring finds for April 2019

(Not) boring finds for April 2019

Our finds this month include thoughts about growth prospects for the world’s major economies, the world’s first glimpse of a black hole, Howard Marks on the need for responsible capitalism, and how the business of content streaming is going to evolve.

May 1, 2019 2 Mins
Mawer market update March 20 2020 EP56

Mawer market update March 20, 2020 | EP56

Fractals, raining money, and making decisions under uncertainty. CIO Paul Moroz continues the discussion of the current economic environment.A transcript of this episode is available below, modified for a more enjoyable reading experience.

March 20, 2020 22 Mins
Mawer market update March 2020 EP55

Mawer market update March 2020 | EP55

CIO Paul Moroz discusses our strategy and thoughts during this time of significant market volatility.

March 13, 2020 19 Mins
The reverse roadshow EP54

The reverse roadshow | EP54

Why our team locks themselves in a room for a week to speak with over 30 management teams.

March 11, 2020 37 Mins
Playing the plan Mawers international equity portfolio EP53

Playing the plan: Mawer's international equity portfolio | EP53

Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e.g., coronavirus). Also included: updates on HFDC, Seven & i, and Aon.

March 4, 2020 31 Mins
EP52 GEF Playing the plan

Playing the plan: Mawer’s global equity portfolio | EP52

CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U.S. and its wider reaching impact, and how “the real money’s in the holding.”

February 5, 2020 29 Mins
Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins

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Playing the plan: Mawer’s Canadian equity portfolio | EP57

Mawer market update March 20, 2020 | EP56

Mawer market update March 2020 | EP55

The reverse roadshow | EP54


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