Inflation’s One-Two Punch
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
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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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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‘Twas the week before Christmas
'Twas the week before Christmas, thus time to review—the economic story of 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.
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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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What the end of Moore's Law means for the semiconductor industry | EP121
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
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Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
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Beware the linearity bias
We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.
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Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
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Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
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Playing the plan: Mawer's U.S. mid cap equity portfolio | EP117
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.
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Playing the plan: Mawer’s global small cap portfolio | EP116
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.
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Inflation’s One-Two Punch
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
January 4, 2023
-
S-Curves and the Adoption Cycle | EP124
What investors can learn from the S-curves of technologies both old and new.
December 28, 2022
-
‘Twas the week before Christmas
'Twas the week before Christmas, thus time to review—the economic story of 2022.
December 21, 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
-
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
-
What the end of Moore's Law means for the semiconductor industry | EP121
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
November 16, 2022
-
Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
November 9, 2022
-
Beware the linearity bias
We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.
November 2, 2022
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Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
October 26, 2022
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Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
October 18, 2022
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Playing the plan: Mawer's U.S. mid cap equity portfolio | EP117
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.
September 7, 2022
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Playing the plan: Mawer’s global small cap portfolio | EP116
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.
August 24, 2022
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Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13
Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.
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Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12
CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.
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Quarterly update | 2Q 2018 | EP11
This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
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Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10
John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.
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Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
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Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08
Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.
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Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07
Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top 10 holdings.
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The competitive advantage of high performing teams | Vijay Viswanathan | EP06
Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.
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Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05
James Redpath (JR), former Mawer fixed income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.
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Quarterly update | 1Q 2018 | EP04
This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.
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Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03
Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.
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China observations | Peter Lampert | EP02
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
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Playing the plan: Mawer’s Canadian equity portfolio | Vijay Viswanathan | EP13
Director of Research and Canadian equity co-manager, Vijay Viswanathan, discusses potential trade war impacts to the portfolio, Canada’s opportunity set, and dives deeper into holdings in the energy, e-commerce and insurance industries.
August 8, 2018
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Investing with your eyes: CIO insights from South America | Paul Moroz | Ep12
CIO Paul Moroz continues to travel the world doing fundamental research for the global equity and the global small cap strategies. This episode reveals specific observations from his recent research trip to South America and New York City.
July 25, 2018
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Quarterly update | 2Q 2018 | EP11
This episode features insights from the past quarter by Greg Peterson, portfolio manager of Mawer’s balanced and global balanced strategies.
July 12, 2018
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Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10
John Wilson, analyst on Mawer’s global small cap equity strategy, defines scuttlebutt and its competitive advantage for long-term investors.
July 4, 2018
-
Underweight: Our take on Japan | David Ragan | EP09
David Ragan, portfolio manager of Mawer’s international equity strategies, reveals why the portfolio is—and has always been—underweight in Japan.
June 20, 2018
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Getting in alignment: Why investors need to pay attention to executive compensation | Jeff Mo | EP08
Jeff Mo, portfolio manager of Mawer’s Canadian small cap strategies, discusses the importance of executive compensation to long-term investment performance.
June 6, 2018
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Playing the plan: Mawer's equity philosophy in action | Christian Deckart | EP07
Christian Deckart, Deputy CIO and co-manager of global small cap and global equity strategies, takes us on a journey through the Mawer investment philosophy by walking us through the investment thesis of four of the global small cap strategy’s top 10 holdings.
May 23, 2018
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The competitive advantage of high performing teams | Vijay Viswanathan | EP06
Vijay Viswanathan, Mawer’s Director of Research, on the key characteristics of high performing investment teams.
May 9, 2018
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Supersize me: Province of Alberta goes large and issues first-time benchmark euro-denominated bond | James Redpath | EP05
James Redpath (JR), former Mawer fixed income portfolio manager, answers why the Alberta government issued a benchmark euro-denominated bond—four to five times the average deal size in Canada—and what it may mean for the Canadian debt market.
April 25, 2018
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Quarterly update | 1Q 2018 | EP04
This episode features insights from the past quarter (1Q18) by Greg Peterson, portfolio manager of Mawer’s Balanced and Global Balanced strategies.
April 12, 2018
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Moneyball and automation: introducing "The Lab" | Justin Anderson | EP03
Features the investment insights of Justin Anderson, leader of “The Lab,” where Mawer applies new technologies to garner an investment edge and automation to streamline the investment process.
April 4, 2018
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China observations | Peter Lampert | EP02
Features the investment insights of Peter Lampert, Mawer Emerging Markets and International Equity portfolio manager, from his research trip to China.
March 21, 2018
