The 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.

  • 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

  • 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

  • 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

  • '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

  • Lesson of 1909

    Last week was a productive one for diplomats. Not only did the U.S. and China sign a landmark climate change accord, the two mega-powers also established military guidelines to govern the contested waters off China and agreed to reduce technology tariffs.

    November 19, 2014

  • Looking beyond borders: Why Europe isn't dead

    I recently had a discussion with a client that had just returned from a European vacation. He shared stories about the interesting food, culture, and architecture. But he also offered a warning… “The economy in Europe is dead.”

    October 30, 2014

  • Frogs in the pot

    A few weeks ago I attended a lunch with Jean-Claude Trichet. As one might expect from the former head of the European Central Bank, Trichet spoke at length on the economy, quantitative easing and monetary policy. However, what was pleasantly surprising was his candour.

    October 10, 2014