The Art of Boring

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.

Playing the plan Mawer Canadian equity portfolio EP74

Playing the plan: Mawer’s Canadian equity portfolio | EP74

A deep dive into three new holdings: Stella-Jones, Ritchie Bros. , and Granite REIT, and what we mean when we say “winning by not losing. ”

October 21, 2020 31 Mins

Quarterly update | Q3 2020 | EP73

A review of the quarter: the ongoing impacts of COVID-19 on economic activity, continuing fiscal and monetary stimulus, and the run-up to the U. S. election.

October 12, 2020 17 Mins

Playing the plan Mawer Canadian bond portfolio EP72

Playing the plan: Mawer's Canadian bond portfolio | EP72

Crista Caughlin, lead portfolio manager of Mawer’s fixed income strategies, discusses potential impacts of increasing global debt in a low interest rate environment and the three economic scenarios top of mind for the bond team.

September 30, 2020 19 Mins

EP 71 Playing the plan Mawers global equity portfolio

Playing the plan: Mawer's global equity portfolio | EP71

CIO Paul Moroz discusses resilience, global monetary policy, and current themes such as TikTok and a potential “technological iron curtain. ”

September 9, 2020 25 Mins

Mawer’s autumn reads 2020

The onset of autumn means ‘tis time for some recommended reads.

September 2, 2020 3 Mins

Playing the plan Mawer emerging markets equity portfolio EP70

Playing the plan: Mawer's emerging markets equity portfolio | EP70

Building resiliency while finding opportunities in emerging markets.

August 19, 2020 21 Mins

Investment potential within the payments industry | EP69

A deep dive into the themes, fundamentals, and opportunity sets in the payments industry.

August 12, 2020 36 Mins

Mawer’s autumn reads 2020

The onset of autumn means ‘tis time for some recommended reads.

September 2, 2020 3 Mins

(Not) boring finds for June 2020

Howard Marks sent a memo; Ray Dalio explained the last 500 years as they related to empires and reserve currencies; we learned a new word, “shoshin”; and scanned a lot of charts about U. S. advertising revenue trends.

June 30, 2020 2 Mins

The enemy is us: Mitigating confirmation bias

Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.

June 10, 2020 16 Mins

(Not) boring finds for May 2020

A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.

May 27, 2020 1 Mins

Mawer Market Update—March 20, 2020

Over the last week, the world has seen a continued increase in COVID-19 cases and, consequently, a greater effort to contain the virus.

March 20, 2020 3 Mins

Market Update – March 13, 2020

Throughout the week, governments around the world have continued to take more significant measures to contain the spread of COVID-19.

March 13, 2020 4 Mins

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.

March 10, 2020 3 Mins