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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Zero to 24 hours (part 2)
There is something surreal about cycling alone on a mountain at 3:00 A.M. The trees loom in the darkness, lit only in passing by the lights on your helmet and handlebars.
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Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help...”
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Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
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Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
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Beware the camel in the tent
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels.
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A world without OPEC
After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer.”
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5 great lessons from distressed debt guys
My colleague James spent time with some distressed debt investors last week. Now, as a bond investor, James is already less positive and more cynical than the stereotypical equity manager.
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Mawer's top 10 book recommendations for 2015
Every year, our team pulls together a list of books that most influenced our thinking in the previous year. It is not an easy task, given the extent of the team’s reading.
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A wish for more inclusive prosperity as we move forward
In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and instead, focus on a long term positive investment trend as we look towards 2015.
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'Twas the day before Christmas
‘Twas the day before Christmas, so we’ll take our cue, to provide our blog readers, with a year in review.
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Thrill ride or smooth path?
In investing, it is also alluring to dive right in and try a stock picking approach that seems to work well for others.
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Oligarchs, despots, and soccer moms: Reflections on the price of oil (part 2)
Last week, we weighed in on the recent drop in the price of oil. We likened the move to a rock thrown into a pond and cautioned against reaching for the falling knife.
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Zero to 24 hours (part 2)
There is something surreal about cycling alone on a mountain at 3:00 A.M. The trees loom in the darkness, lit only in passing by the lights on your helmet and handlebars.
February 25, 2015
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Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help...”
February 19, 2015
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Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
February 10, 2015
-
Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
February 5, 2015
-
Beware the camel in the tent
Values shape the outcomes of our relationships, careers, investments and society, and therefore, are far too important to leave to chance or camels.
January 28, 2015
-
A world without OPEC
After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer.”
January 22, 2015
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5 great lessons from distressed debt guys
My colleague James spent time with some distressed debt investors last week. Now, as a bond investor, James is already less positive and more cynical than the stereotypical equity manager.
January 13, 2015
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Mawer's top 10 book recommendations for 2015
Every year, our team pulls together a list of books that most influenced our thinking in the previous year. It is not an easy task, given the extent of the team’s reading.
January 9, 2015
-
A wish for more inclusive prosperity as we move forward
In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and instead, focus on a long term positive investment trend as we look towards 2015.
December 30, 2014
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'Twas the day before Christmas
‘Twas the day before Christmas, so we’ll take our cue, to provide our blog readers, with a year in review.
December 23, 2014
-
Thrill ride or smooth path?
In investing, it is also alluring to dive right in and try a stock picking approach that seems to work well for others.
December 18, 2014
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Oligarchs, despots, and soccer moms: Reflections on the price of oil (part 2)
Last week, we weighed in on the recent drop in the price of oil. We likened the move to a rock thrown into a pond and cautioned against reaching for the falling knife.
December 11, 2014
