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.
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China in focus
Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand. We’d be wise to pay attention.
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'Twas the week before Christmas...
‘Twas the week before Christmas
And we’re again filled with cheer
To provide our blog readers
A review of the year: -
India in flight: Finding the long investment runways
How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India, over half of all households do not have the luxuries of a toilet and/or bathing facility.
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The skier’s guide to portfolio risk management
The ski season is officially open and the keeners have taken their first turns. I know our CIO, Jim Hall, is an avid skier so I sat down with him recently to discuss portfolio risk management and how it relates to skiing.
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Life at railway speed: Lessons from the technology hype cycle
In 1845, Scottish poet and author, William Aytoun, published his satire, How we got up the Glenmutchkin Railway, and how we got out of it. His story focused on the railway stock frenzy that gripped Great Britain, with the aim of bringing awareness to what he saw as madness, “if anyone ha[d] the sense to see it.”
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The end of oil?
With entrepreneurs like Elon Musk pushing for a solar energy future and electric cars on the horizon, many are seriously questioning oil’s dominance. Are we finally moving into a post-oil age?
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Bottleneck thinking
As an observational lens, bottleneck-thinking can quickly uncover specific pressure points people may have, such as a holding’s valuation or current management.
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There’s no such thing as immaculate perception
Each day we observe events and instantly associate meaning to them. In other words, we are constantly making inferences about the world—usually unconsciously. Unfortunately, we tend to neglect challenging these inferences or even fool ourselves into thinking that they are wholly evidence based.
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For bonds’ sake
Conversations about increasing interest rates and their impact on bond investments have recently spiked in Canada. Since bonds are traditionally viewed as an investment that provides a steady stream of income while acting as a safety net within an overall balanced portfolio, an environment of rising interest rates understandably causes unease: it can decrease the price of bonds and therefore can negatively impact performance.
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Loss avoidance: The power of long-term thinking
Short-term gratification can hurt in the long run.
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Objects in the mirror may be closer than they appear
One thing we might say: change may be closer in the proverbial mirror than it appears.
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Beakerhead 2017: Up against all odds
This week we have the pleasure of partnering again with Beakerhead, a Calgary-based charitable organization that “brings together the arts, sciences, and engineering sectors to build, engage, compete, and exhibit interactive works of art, engineered creativity and entertainment.”
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China in focus
Many of the old stories surrounding China are becoming—or are—obsolete. New ones are emerging. China’s economy is very different than it used to be, and this shift, as well as some of the trends occurring there, are worthwhile to understand. We’d be wise to pay attention.
January 11, 2018
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'Twas the week before Christmas...
‘Twas the week before Christmas
And we’re again filled with cheer
To provide our blog readers
A review of the year:December 20, 2017
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India in flight: Finding the long investment runways
How many toilets do you have at home? Or rather—let me put it this way: do you have a toilet in your home? For most people reading this, the idea of not having one may sound crazy, but in India, over half of all households do not have the luxuries of a toilet and/or bathing facility.
December 15, 2017
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The skier’s guide to portfolio risk management
The ski season is officially open and the keeners have taken their first turns. I know our CIO, Jim Hall, is an avid skier so I sat down with him recently to discuss portfolio risk management and how it relates to skiing.
November 29, 2017
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Life at railway speed: Lessons from the technology hype cycle
In 1845, Scottish poet and author, William Aytoun, published his satire, How we got up the Glenmutchkin Railway, and how we got out of it. His story focused on the railway stock frenzy that gripped Great Britain, with the aim of bringing awareness to what he saw as madness, “if anyone ha[d] the sense to see it.”
November 28, 2017
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The end of oil?
With entrepreneurs like Elon Musk pushing for a solar energy future and electric cars on the horizon, many are seriously questioning oil’s dominance. Are we finally moving into a post-oil age?
November 15, 2017
-
Bottleneck thinking
As an observational lens, bottleneck-thinking can quickly uncover specific pressure points people may have, such as a holding’s valuation or current management.
November 8, 2017
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There’s no such thing as immaculate perception
Each day we observe events and instantly associate meaning to them. In other words, we are constantly making inferences about the world—usually unconsciously. Unfortunately, we tend to neglect challenging these inferences or even fool ourselves into thinking that they are wholly evidence based.
October 25, 2017
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For bonds’ sake
Conversations about increasing interest rates and their impact on bond investments have recently spiked in Canada. Since bonds are traditionally viewed as an investment that provides a steady stream of income while acting as a safety net within an overall balanced portfolio, an environment of rising interest rates understandably causes unease: it can decrease the price of bonds and therefore can negatively impact performance.
October 18, 2017
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Loss avoidance: The power of long-term thinking
Short-term gratification can hurt in the long run.
September 27, 2017
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Objects in the mirror may be closer than they appear
One thing we might say: change may be closer in the proverbial mirror than it appears.
September 20, 2017
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Beakerhead 2017: Up against all odds
This week we have the pleasure of partnering again with Beakerhead, a Calgary-based charitable organization that “brings together the arts, sciences, and engineering sectors to build, engage, compete, and exhibit interactive works of art, engineered creativity and entertainment.”
September 13, 2017
