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.
As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that markets may be being too complacent.
Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights.
Current profit levels for fast-growing companies might not necessarily be representative of their true earnings power or “latent earnings power.” When it comes to large businesses, we believe this concept may be underappreciated because they are generally assumed to be operating closer to a mature, steady state.
Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity.
Host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year.
The U.S. equity market is the largest and deepest in the world. As such, it has been analyzed in many ways to determine the optimal means of gaining exposure.
In this episode, Portfolio Manager Brian Carney introduces the newly launched Mawer Global Credit Opportunities strategy. Brian discusses his career journey, the evolution of credit markets, why fixed income still matters, and how credit fits.
Portfolio Manager Manar Hassan-Agha dives into how we apply the 'Moneyball' process when evaluating our past investment decisions and shares some of the insights and lessons learned.
A company’s pricing strategy can help reveal insights into how a company's business model works, its sensitivity to elevated inflation, and why certain pricing strategies work better than others in different operating and economic environments.
In this episode, we focus our discussion around the key economic drivers in Q4, including growth levels, inflation trends, and why financial markets have been so resilient.
There's something highly worthwhile in seeing a company's operations with our own eyes.
Portfolio Manager David Ragan speaks on the current state of EAFE markets, delves into some of the historical challenges of finding investment opportunities in Japan, examines the impact of rising interest rates, and explores how the team approaches decision-making when facing market volatility.
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe.
As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that markets may be being too complacent.
Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights.
Current profit levels for fast-growing companies might not necessarily be representative of their true earnings power or “latent earnings power.” When it comes to large businesses, we believe this concept may be underappreciated because they are generally assumed to be operating closer to a mature, steady state.
Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity.
Host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year.
The U.S. equity market is the largest and deepest in the world. As such, it has been analyzed in many ways to determine the optimal means of gaining exposure.
In this episode, Portfolio Manager Brian Carney introduces the newly launched Mawer Global Credit Opportunities strategy. Brian discusses his career journey, the evolution of credit markets, why fixed income still matters, and how credit fits.
Portfolio Manager Manar Hassan-Agha dives into how we apply the 'Moneyball' process when evaluating our past investment decisions and shares some of the insights and lessons learned.
A company’s pricing strategy can help reveal insights into how a company's business model works, its sensitivity to elevated inflation, and why certain pricing strategies work better than others in different operating and economic environments.
In this episode, we focus our discussion around the key economic drivers in Q4, including growth levels, inflation trends, and why financial markets have been so resilient.
There's something highly worthwhile in seeing a company's operations with our own eyes.
Portfolio Manager David Ragan speaks on the current state of EAFE markets, delves into some of the historical challenges of finding investment opportunities in Japan, examines the impact of rising interest rates, and explores how the team approaches decision-making when facing market volatility.
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe.
Current profit levels for fast-growing companies might not necessarily be representative of their true earnings power or “latent earnings power.” When it comes to large businesses, we believe this concept may be underappreciated because they are generally assumed to be operating closer to a mature, steady state.
The U.S. equity market is the largest and deepest in the world. As such, it has been analyzed in many ways to determine the optimal means of gaining exposure.
A company’s pricing strategy can help reveal insights into how a company's business model works, its sensitivity to elevated inflation, and why certain pricing strategies work better than others in different operating and economic environments.
There's something highly worthwhile in seeing a company's operations with our own eyes.
We need to understand where we are in the debt super cycle to inform our investment decision making.
Recent AI breakthroughs are underscoring the power of the centaur model—humans + machines—creating something more potent than either model operating independently.
In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
'Twas the week before Christmas, thus time to review—the economic story of 2022.
We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.
The conundrum for investors these days is the trade-off between the value of quality and price to pay for it.
History doesn’t repeat itself, but it often rhymes.
~Mark Twain
‘Twas the week before Christmas, so let's have some fun. Mawer recaps the main themes of 2021.
Current profit levels for fast-growing companies might not necessarily be representative of their true earnings power or “latent earnings power.” When it comes to large businesses, we believe this concept may be underappreciated because they are generally assumed to be operating closer to a mature, steady state.
The U.S. equity market is the largest and deepest in the world. As such, it has been analyzed in many ways to determine the optimal means of gaining exposure.
A company’s pricing strategy can help reveal insights into how a company's business model works, its sensitivity to elevated inflation, and why certain pricing strategies work better than others in different operating and economic environments.
There's something highly worthwhile in seeing a company's operations with our own eyes.
We need to understand where we are in the debt super cycle to inform our investment decision making.
Recent AI breakthroughs are underscoring the power of the centaur model—humans + machines—creating something more potent than either model operating independently.
In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
'Twas the week before Christmas, thus time to review—the economic story of 2022.
We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.
The conundrum for investors these days is the trade-off between the value of quality and price to pay for it.
‘Twas the week before Christmas, so let's have some fun. Mawer recaps the main themes of 2021.
As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that markets may be being too complacent.
Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights.
Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity.
Host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year.
In this episode, Portfolio Manager Brian Carney introduces the newly launched Mawer Global Credit Opportunities strategy. Brian discusses his career journey, the evolution of credit markets, why fixed income still matters, and how credit fits.
Portfolio Manager Manar Hassan-Agha dives into how we apply the 'Moneyball' process when evaluating our past investment decisions and shares some of the insights and lessons learned.
In this episode, we focus our discussion around the key economic drivers in Q4, including growth levels, inflation trends, and why financial markets have been so resilient.
Portfolio Manager David Ragan speaks on the current state of EAFE markets, delves into some of the historical challenges of finding investment opportunities in Japan, examines the impact of rising interest rates, and explores how the team approaches decision-making when facing market volatility.
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe.
Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio.
A recap of the quarter and our thoughts on the hard vs. soft landing debate.
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that markets may be being too complacent.
Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights.
Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity.
Host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year.
In this episode, Portfolio Manager Brian Carney introduces the newly launched Mawer Global Credit Opportunities strategy. Brian discusses his career journey, the evolution of credit markets, why fixed income still matters, and how credit fits.
Portfolio Manager Manar Hassan-Agha dives into how we apply the 'Moneyball' process when evaluating our past investment decisions and shares some of the insights and lessons learned.
In this episode, we focus our discussion around the key economic drivers in Q4, including growth levels, inflation trends, and why financial markets have been so resilient.
Portfolio Manager David Ragan speaks on the current state of EAFE markets, delves into some of the historical challenges of finding investment opportunities in Japan, examines the impact of rising interest rates, and explores how the team approaches decision-making when facing market volatility.
Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe.
Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio.
A recap of the quarter and our thoughts on the hard vs. soft landing debate.
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
