Rising Debt and its Potential Consequences: Canada’s New Normal?
We need to understand where we are in the debt super cycle to inform our investment decision making.
-
Mawer's book recommendations for 2017
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
-
'Twas the week before Christmas...
‘Twas the week before Christmas and Santa was near, once again it was time to reflect on the year.
-
What's worse—errors of omission or errors of commission?
Mistakes are inevitable. In order to learn from them and become better investors we first need to be able to acknowledge mistakes when they happen.
-
Keeping up with the cloud
As the cloud gains momentum, there are several changes to business models and to the competitive landscape in general that we believe are worth watching.
-
Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.
-
Remember Virginia
The flaw in polling models is that they are ill-equipped to respond to real time information as election results come in. This became very apparent on election night.
-
Aftermath
While the election results have not destabilized markets—a good thing—it is nevertheless a meaningful event for investors.
-
Dead brush
Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.
-
Decision making in an uncertain world
Heading into the U.S. election, investors can help put the odds in their favour by knowing what they don’t know.
-
Out of air
Effective risk management relies on one’s nerves being steady—and the answer is to practice.
-
Where in the world is our research team?
Equity Analyst, Siying Li, reports back on her two week trip to Taiwan.
-
Why executive compensation matters to investors
As investors, how can we ensure that the actions of executives are aligned with the interests of shareholders?
-
Mawer's book recommendations for 2017
Every year, our team pulls together a list of books that influenced our thinking in the previous year.
January 4, 2017
-
'Twas the week before Christmas...
‘Twas the week before Christmas and Santa was near, once again it was time to reflect on the year.
December 21, 2016
-
What's worse—errors of omission or errors of commission?
Mistakes are inevitable. In order to learn from them and become better investors we first need to be able to acknowledge mistakes when they happen.
December 14, 2016
-
Keeping up with the cloud
As the cloud gains momentum, there are several changes to business models and to the competitive landscape in general that we believe are worth watching.
December 7, 2016
-
Travel: A boots on the ground approach to research
An interview with Mawer International Equity Portfolio Manager, David Ragan, on the insights that only an in-person visit can provide.
November 30, 2016
-
Remember Virginia
The flaw in polling models is that they are ill-equipped to respond to real time information as election results come in. This became very apparent on election night.
November 16, 2016
-
Aftermath
While the election results have not destabilized markets—a good thing—it is nevertheless a meaningful event for investors.
November 9, 2016
-
Dead brush
Like a forest that hasn’t caught fire in a while, we notice quite a bit of dead brush. Any jolt of investor sentiment and we may be in for a clearing.
November 7, 2016
-
Decision making in an uncertain world
Heading into the U.S. election, investors can help put the odds in their favour by knowing what they don’t know.
November 2, 2016
-
Out of air
Effective risk management relies on one’s nerves being steady—and the answer is to practice.
October 26, 2016
-
Where in the world is our research team?
Equity Analyst, Siying Li, reports back on her two week trip to Taiwan.
October 19, 2016
-
Why executive compensation matters to investors
As investors, how can we ensure that the actions of executives are aligned with the interests of shareholders?
October 5, 2016
