Playing the plan: Mawer’s international equity portfolio | EP115
The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.
The 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.
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An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114
The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.
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Quarterly Update | Q2 2022 | EP113
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
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How to make (good) decisions | EP112
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
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Playing the plan: Mawer’s Canadian equity portfolio | EP110
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
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Deep dive: DevOps | EP109
What DevOps is and why it’s a theme with investment potential.
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Creativity vs. Frameworks: How to build a better decision-making environment | EP108
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.
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Playing the plan: Mawer’s emerging markets equity portfolio | EP107
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
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Quarterly Update | Q1 2022 | EP106
CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.
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Playing the plan: Mawer’s U.S. equity portfolio | EP105
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.
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The quality conundrum
The conundrum for investors these days is the trade-off between the value of quality and price to pay for it.
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Playing the plan: Mawer’s international equity portfolio | EP115
The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.
August 3, 2022
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An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114
The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.
July 20, 2022
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Quarterly Update | Q2 2022 | EP113
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
July 13, 2022
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How to make (good) decisions | EP112
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
June 29, 2022
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
June 22, 2022
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Playing the plan: Mawer’s Canadian equity portfolio | EP110
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
June 8, 2022
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Deep dive: DevOps | EP109
What DevOps is and why it’s a theme with investment potential.
May 25, 2022
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Creativity vs. Frameworks: How to build a better decision-making environment | EP108
On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.
May 11, 2022
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Playing the plan: Mawer’s emerging markets equity portfolio | EP107
Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.
April 27, 2022
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Quarterly Update | Q1 2022 | EP106
CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.
April 20, 2022
-
Playing the plan: Mawer’s U.S. equity portfolio | EP105
Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.
April 13, 2022
-
The quality conundrum
The conundrum for investors these days is the trade-off between the value of quality and price to pay for it.
March 29, 2022
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U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
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The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
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Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
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Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
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Emerging Markets: What happened in 2022, and where are we at? | EP130
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
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Inflation’s One-Two Punch | EP129
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
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Post-Mortem: Learnings from 2022 | EP128
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
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Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127
Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.
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Europe, Energy, ESG: Observations from the road | EP126
Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European investment firms.
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Quarterly Update | Q4 2022 | EP125
A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.
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S-Curves and the Adoption Cycle | EP124
What investors can learn from the S-curves of technologies both old and new.
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Playing the plan: Mawer’s Canadian equity portfolio | EP123
What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio.
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The art of discount rates | EP122
How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?)
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U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
May 24, 2023
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The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
April 27, 2023
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Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
April 19, 2023
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Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
April 12, 2023
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Emerging Markets: What happened in 2022, and where are we at? | EP130
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
March 15, 2023
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Inflation’s One-Two Punch | EP129
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
March 1, 2023
-
Post-Mortem: Learnings from 2022 | EP128
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
February 22, 2023
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Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127
Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023.
February 8, 2023
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Europe, Energy, ESG: Observations from the road | EP126
Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European investment firms.
January 25, 2023
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Quarterly Update | Q4 2022 | EP125
A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year.
January 16, 2023
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S-Curves and the Adoption Cycle | EP124
What investors can learn from the S-curves of technologies both old and new.
December 28, 2022
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Playing the plan: Mawer’s Canadian equity portfolio | EP123
What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio.
December 14, 2022
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The art of discount rates | EP122
How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?)
November 23, 2022
