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.
(Not) boring finds for February 2020
Why, in investing, it is better to ‘avoid the zeros’; what 700 years of falling interest rates looks like; how mathematics can be a study in wonder (i. e. , fun); and the way spices spurred on empires.
Why capital allocation is critical to investor success
One of our enduring beliefs is that investors serially underappreciate the long-term value of strong management teams
(Not) boring finds for January 2020
We close the first month of 2020 by considering the WEF’s list of the top global economic risks (sorted by likelihood and potential extent of impact), Howard Mark’s framework for assessing investment decisions (game theory makes an appearance), what Houdini...
(Not) boring finds for 2019
As the end of the year (and decade!) is nigh, we thought we’d join the year-in-review fervour, and curate a list of our Top 10 favourite links from 2019.
‘Twas the week before Christmas
‘Twas the week before Christmas, and Mawer’s on the scene, to tell you the tale of 2019.